FSC Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

FSC Wealth Advisors’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	-736	Closed	-$43.3K	–	240
2023 Q2	$43.3K	Buy	+736	New	+$44.2K	0.04%	82

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

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

FSC Wealth Advisors's OXY Position: Q3 2023 in Review

FSC Wealth Advisors sold out of Occidental Petroleum (OXY) in Q3 2023, closing a stake of 736 shares — an estimated $43.3K sold.

FSC Wealth Advisors first reported a position in OXY in Q2 2023 and held it in 1 quarter. The position peaked at $43.3K in Q2 2023. 1,160 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

FSC Wealth Advisors reported no remaining Occidental Petroleum position as of Q3 2023 after selling out during the quarter.
FSC Wealth Advisors sold 736 Occidental Petroleum shares in Q3 2023, an estimated $43.3K.
FSC Wealth Advisors first reported a position in Occidental Petroleum in Q2 2023 and held it in 1 quarter.
FSC Wealth Advisors's Occidental Petroleum position peaked at $43.3K in Q2 2023.
1,160 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on FSC Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.