Guardian Wealth Advisors (North Carolina)’s Occidental Petroleum OXY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q4	–	Sell	-3,141	Closed	-$204K	–	457
2023 Q3	$204K	Sell	3,141 -810	-21%	-$51K	0.03%	234
2023 Q2	$233K	Buy	3,951 +263	+7%	+$15.8K	0.04%	205
2023 Q1	$231K	Sell	3,688 -144	-4%	-$8.95K	0.04%	197
2022 Q4	$242K	Sell	3,832 -118	-3%	-$8.04K	0.05%	174
2022 Q3	$243K	Buy	3,950 +298	+8%	+$19.1K	0.05%	162
2022 Q2	$216K	Buy	+3,652	New	+$224K	0.04%	179

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

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

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

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

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

Guardian Wealth Advisors (North Carolina)'s OXY Position: Q4 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of Occidental Petroleum (OXY) in Q4 2023, closing a stake of 3,141 shares — an estimated $204K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in OXY in Q2 2022 and held it in 6 quarters. The position peaked at $243K in Q3 2022. 1,220 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining Occidental Petroleum position as of Q4 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 3,141 Occidental Petroleum shares in Q4 2023, an estimated $204K.
Guardian Wealth Advisors (North Carolina) first reported a position in Occidental Petroleum in Q2 2022 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s Occidental Petroleum position peaked at $243K in Q3 2022.
1,220 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 14 Feb 2024.