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EA Series Trust’s Occidental Petroleum OXY Stock Holding History

EA Series Trust’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
Q2 		$14.9M Buy
+252,588
New +$15.2M 0.52% 20

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

EA Series Trust's OXY Position: Q2 2023 in Review

EA Series Trust opened a new position in Occidental Petroleum (OXY) in Q2 2023: 252,588 shares worth $14.9M. The stake represents 0.52% of the portfolio and ranks #20 among its holdings.

1,155 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

  • EA Series Trust held 252,588 shares of Occidental Petroleum worth $14.9M as of Q2 2023.
  • Occidental Petroleum was a new EA Series Trust position in Q2 2023.
  • Occidental Petroleum made up 0.52% of EA Series Trust's portfolio in Q2 2023, its #20 holding.
  • 1,155 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.