First Command Bank’s Occidental Petroleum OXY Stock Holding History

First Command Bank’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	$58.2K	Sell	990 -150	-13%	-$9K	0.01%	222
2023 Q1	$71.2K	Buy	1,140 +890	+356%	+$55.3K	0.01%	205
2022 Q4	$16K	Hold	250	–	–	﹤0.01%	307
2022 Q3	$15K	Hold	250	–	–	﹤0.01%	310
2022 Q2	$15K	Hold	250	–	–	﹤0.01%	311
2022 Q1	$14K	Sell	250 -35	-12%	-$1.55K	﹤0.01%	326
2021 Q4	$8K	Hold	285	–	–	﹤0.01%	382
2021 Q3	$8K	Hold	285	–	–	﹤0.01%	382
2021 Q2	$9K	Sell	285 -303	-52%	-$8.13K	﹤0.01%	372
2021 Q1	$16K	Buy	588 +32	+6%	+$801	﹤0.01%	329
2020 Q4	$10K	Hold	556	–	–	﹤0.01%	316
2020 Q3	$6K	Sell	556 -220	-28%	-$3.1K	﹤0.01%	285
2020 Q2	$14K	Hold	776	–	–	﹤0.01%	248
2020 Q1	$9K	Hold	776	–	–	﹤0.01%	273
2019 Q4	$32K	Hold	776	–	–	0.02%	228
2019 Q3	$35K	Buy	776 +20	+3%	+$946	0.02%	226
2019 Q2	$38K	Hold	756	–	–	0.02%	223
2019 Q1	$50K	Sell	756 -64	-8%	-$4.22K	0.02%	198
2018 Q4	$50K	Buy	820 +64	+8%	+$4.5K	0.03%	205
2018 Q3	$62K	Hold	756	–	–	0.02%	191
2018 Q2	$63K	Sell	756 -41	-5%	-$3.27K	0.02%	186
2018 Q1	$51.8K	Buy	797 +245	+44%	+$17.1K	0.03%	205
2017 Q4	$41K	Hold	552	–	–	0.02%	219
2017 Q3	$35K	Hold	552	–	–	0.02%	226
2017 Q2	$33K	Hold	552	–	–	0.02%	245
2017 Q1	$35K	Buy	552 +200	+57%	+$13.3K	0.02%	232
2016 Q4	$25K	Buy	+352	New	+$25K	0.02%	259

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Command Bank's OXY Position: Q2 2023 in Review

First Command Bank reduced its Occidental Petroleum (OXY) stake by 13% in Q2 2023, selling an estimated $9K and leaving 990 shares worth $58.2K. The position accounts for 0.01% of the portfolio, ranked #222.

First Command Bank first reported a position in OXY in Q4 2016 and has held it in 27 quarters since. The position peaked at $71.2K in Q1 2023. 1,155 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

First Command Bank held 990 shares of Occidental Petroleum worth $58.2K as of Q2 2023.
First Command Bank sold 150 Occidental Petroleum shares in Q2 2023, an estimated $9K.
Occidental Petroleum made up 0.01% of First Command Bank's portfolio in Q2 2023, its #222 holding.
First Command Bank first reported a position in Occidental Petroleum in Q4 2016 and has held it in 27 quarters since.
First Command Bank's Occidental Petroleum position peaked at $71.2K in Q1 2023.
1,155 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.