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Fortitude Advisory Group’s Occidental Petroleum OXY Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-2,117
Closed -$120K – 941
2022
Q1 		$120K Buy
2,117
+26
+1% +$1.15K 0.06% 309
2021
Q4 		$61K Buy
+2,091
New +$65.6K 0.03% 485

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
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

Fortitude Advisory Group's OXY Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Occidental Petroleum (OXY) in Q2 2022, closing a stake of 2,117 shares — an estimated $120K sold.

Fortitude Advisory Group first reported a position in OXY in Q4 2021 and held it in 2 quarters. The position peaked at $120K in Q1 2022. 1,051 funds tracked by Wall St. Rank hold OXY as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Occidental Petroleum position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,117 Occidental Petroleum shares in Q2 2022, an estimated $120K.
  • Fortitude Advisory Group first reported a position in Occidental Petroleum in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Occidental Petroleum position peaked at $120K in Q1 2022.
  • 1,051 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.