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Dorsey Wright & Associates’s Occidental Petroleum OXY Stock Holding History

Dorsey Wright & Associates’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
2023
Q1 		– Sell
-19,777
Closed -$1.25M – 347
2022
Q4 		$1.25M Buy
+19,777
New +$1.35M 0.36% 102
2022
Q2 		$1.44M Buy
+24,365
New +$1.5M 0.42% 96

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dorsey Wright & Associates's OXY Position: Q1 2023 in Review

Dorsey Wright & Associates sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 19,777 shares — an estimated $1.25M sold.

Dorsey Wright & Associates first reported a position in OXY in Q2 2022 and held it in 2 quarters. The position peaked at $1.44M in Q2 2022. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

  • Dorsey Wright & Associates reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 19,777 Occidental Petroleum shares in Q1 2023, an estimated $1.25M.
  • Dorsey Wright & Associates first reported a position in Occidental Petroleum in Q2 2022 and held it in 2 quarters.
  • Dorsey Wright & Associates's Occidental Petroleum position peaked at $1.44M in Q2 2022.
  • 1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Dorsey Wright & Associates's 13F filing for Q1 2023, filed 20 Apr 2023.