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First Capital Advisors Group’s Occidental Petroleum OXY Stock Holding History

First Capital Advisors Group’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 		$3.47K Buy
+59
New +$3.54K ﹤0.01% 710
2018
Q2 		– Sell
-1,807
Closed -$117K – 583
2018
Q1 		$117K Buy
+1,807
New +$126K 0.07% 199

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

First Capital Advisors Group's OXY Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Occidental Petroleum (OXY) in Q2 2023: 59 shares worth $3.47K. The stake represents ﹤0.01% of the portfolio and ranks #710 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in OXY as recently as Q1 2018.

First Capital Advisors Group first reported a position in OXY in Q1 2018 and has held it in 2 quarters since. The position peaked at $117K in Q1 2018. 1,155 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

  • First Capital Advisors Group held 59 shares of Occidental Petroleum worth $3.47K as of Q2 2023.
  • Occidental Petroleum was a new First Capital Advisors Group position in Q2 2023.
  • Occidental Petroleum made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #710 holding.
  • First Capital Advisors Group first reported a position in Occidental Petroleum in Q1 2018 and has held it in 2 quarters since.
  • First Capital Advisors Group's Occidental Petroleum position peaked at $117K in Q1 2018.
  • 1,155 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.