FourThought Financial’s Occidental Petroleum OXY Stock Holding History

FourThought Financial’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 Q3	$141K	Buy	2,294 +143	+7%	+$9.15K	0.02%	363
2022 Q2	$127K	Sell	2,151 -411	-16%	-$25.2K	0.02%	380
2022 Q1	$145K	Hold	2,562	–	–	0.02%	387
2021 Q4	$74K	Sell	2,562 -794	-24%	-$24.9K	0.01%	553
2021 Q3	$99K	Sell	3,356 -110	-3%	-$2.94K	0.01%	494
2021 Q2	$108K	Sell	3,466 -1,887	-35%	-$50.6K	0.01%	477
2021 Q1	$142K	Buy	5,353 +69	+1%	+$1.73K	0.02%	418
2020 Q4	$91K	Buy	+5,284	New	+$72.5K	0.01%	505

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

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

FourThought Financial's OXY Position: Q3 2022 in Review

FourThought Financial increased its Occidental Petroleum (OXY) stake by 6.6% in Q3 2022, buying an estimated $9.15K and bringing the position to 2,294 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #363.

FourThought Financial first reported a position in OXY in Q4 2020 and has held it in 8 quarters since. The position peaked at $145K in Q1 2022. 1,104 funds tracked by Wall St. Rank hold OXY as of Q3 2022.

FourThought Financial held 2,294 shares of Occidental Petroleum worth $141K as of Q3 2022.
FourThought Financial bought 143 Occidental Petroleum shares in Q3 2022, an estimated $9.15K.
Occidental Petroleum made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #363 holding.
FourThought Financial first reported a position in Occidental Petroleum in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Occidental Petroleum position peaked at $145K in Q1 2022.
1,104 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.