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Heritage Financial Services’s Occidental Petroleum OXY Stock Holding History

Heritage Financial Services’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
-360
Closed -$21K – 345
2022
Q2 		$21K Buy
+360
New +$22.1K 0.01% 245

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Financial Services's OXY Position: Q3 2022 in Review

Heritage Financial Services sold out of Occidental Petroleum (OXY) in Q3 2022, closing a stake of 360 shares — an estimated $21K sold.

Heritage Financial Services first reported a position in OXY in Q2 2022 and held it in 1 quarter. The position peaked at $21K in Q2 2022. 1,103 funds tracked by Wall St. Rank hold OXY as of Q3 2022.

  • Heritage Financial Services reported no remaining Occidental Petroleum position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 360 Occidental Petroleum shares in Q3 2022, an estimated $21K.
  • Heritage Financial Services first reported a position in Occidental Petroleum in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Occidental Petroleum position peaked at $21K in Q2 2022.
  • 1,103 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.