Graves Light Lenhart Wealth’s Occidental Petroleum OXY Stock Holding History

Graves Light Lenhart Wealth’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	–	Sell	-519	Closed	-$31K	–	452
2022 Q2	$31K	Hold	519	–	–	﹤0.01%	359
2022 Q1	$29K	Hold	519	–	–	﹤0.01%	426
2021 Q4	$15K	Hold	519	–	–	﹤0.01%	563
2021 Q3	$15K	Hold	519	–	–	﹤0.01%	528
2021 Q2	$16K	Hold	519	–	–	﹤0.01%	525
2021 Q1	$14K	Hold	519	–	–	﹤0.01%	539
2020 Q4	$9K	Buy	+519	New	+$7.12K	﹤0.01%	561

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

Graves Light Lenhart Wealth's OXY Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Occidental Petroleum (OXY) in Q3 2022, closing a stake of 519 shares — an estimated $31K sold.

Graves Light Lenhart Wealth first reported a position in OXY in Q4 2020 and held it in 7 quarters. The position peaked at $31K in Q2 2022. 1,103 funds tracked by Wall St. Rank hold OXY as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Occidental Petroleum position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 519 Occidental Petroleum shares in Q3 2022, an estimated $31K.
Graves Light Lenhart Wealth first reported a position in Occidental Petroleum in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Occidental Petroleum position peaked at $31K in Q2 2022.
1,103 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.