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Heritage Wealth Management (Arizona)’s Occidental Petroleum OXY Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$63.5K Buy
1,008
+541
+116% +$36.8K 0.01% 471
2022
Q3 		$29K Sell
467
-983
-68% -$62.9K 0.01% 476
2022
Q2 		$85.4K Buy
1,450
+1,000
+222% +$61.4K 0.03% 352
2022
Q1 		$26K Buy
+450
New +$19.9K 0.01% 559
2021
Q3 		$13K Hold
450
– – ﹤0.01% 623
2021
Q2 		$14K Hold
450
– – 0.01% 611
2021
Q1 		$12K Buy
+450
New +$11.3K 0.01% 557

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Wealth Management (Arizona)'s OXY Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Occidental Petroleum (OXY) stake by 116% in Q4 2022, buying an estimated $36.8K and bringing the position to 1,008 shares worth $63.5K. The position accounts for 0.01% of the portfolio, ranked #471.

Heritage Wealth Management (Arizona) first reported a position in OXY in Q1 2021 and has held it in 7 quarters since. The position peaked at $85.4K in Q2 2022. 1,161 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,008 shares of Occidental Petroleum worth $63.5K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 541 Occidental Petroleum shares in Q4 2022, an estimated $36.8K.
  • Occidental Petroleum made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #471 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Occidental Petroleum in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s Occidental Petroleum position peaked at $85.4K in Q2 2022.
  • 1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.