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Curi Wealth Management’s Occidental Petroleum OXY Stock Holding History

Curi Wealth Management’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-665
Closed -$39K – 548
2022
Q2 		$39K Buy
665
+45
+7% +$2.76K 0.01% 246
2022
Q1 		$35K Buy
620
+600
+3,000% +$26.5K 0.01% 244
2021
Q4 		$0 Buy
+20
New +$628 ﹤0.01% 572
2021
Q1 		– Sell
-20
Closed – – 370
2020
Q4 		$0 Buy
+20
New +$274 ﹤0.01% 482

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curi Wealth Management's OXY Position: Q3 2022 in Review

Curi Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2022, closing a stake of 665 shares — an estimated $39K sold.

Curi Wealth Management first reported a position in OXY in Q4 2020 and held it in 4 quarters. The position peaked at $39K in Q2 2022. 1,103 funds tracked by Wall St. Rank hold OXY as of Q3 2022.

  • Curi Wealth Management reported no remaining Occidental Petroleum position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 665 Occidental Petroleum shares in Q3 2022, an estimated $39K.
  • Curi Wealth Management first reported a position in Occidental Petroleum in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Occidental Petroleum position peaked at $39K in Q2 2022.
  • 1,103 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.