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Fiduciary Alliance’s Occidental Petroleum OXY Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-383
Closed -$22.5K – 690
2023
Q2 		$22.5K Buy
+383
New +$23K ﹤0.01% 425
2023
Q1 		– Sell
-83
Closed -$5.23K – 627
2022
Q4 		$5.23K Buy
+83
New +$5.65K ﹤0.01% 525

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fiduciary Alliance's OXY Position: Q3 2023 in Review

Fiduciary Alliance sold out of Occidental Petroleum (OXY) in Q3 2023, closing a stake of 383 shares — an estimated $22.5K sold.

Fiduciary Alliance first reported a position in OXY in Q4 2022 and held it in 2 quarters. The position peaked at $22.5K in Q2 2023. 1,160 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

  • Fiduciary Alliance reported no remaining Occidental Petroleum position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 383 Occidental Petroleum shares in Q3 2023, an estimated $22.5K.
  • Fiduciary Alliance first reported a position in Occidental Petroleum in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Occidental Petroleum position peaked at $22.5K in Q2 2023.
  • 1,160 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.