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Impact Partnership Wealth’s Occidental Petroleum OXY Stock Holding History

Impact Partnership 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
2023
Q4 		– Sell
-84
Closed -$5.45K – 1023
2023
Q3 		$5.45K Sell
84
-5,750
-99% -$362K ﹤0.01% 681
2023
Q2 		$343K Buy
+5,834
New +$350K 0.12% 119

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Impact Partnership Wealth's OXY Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Occidental Petroleum (OXY) in Q4 2023, closing a stake of 84 shares — an estimated $5.45K sold.

Impact Partnership Wealth first reported a position in OXY in Q2 2023 and held it in 2 quarters. The position peaked at $343K in Q2 2023. 1,219 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Occidental Petroleum position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 84 Occidental Petroleum shares in Q4 2023, an estimated $5.45K.
  • Impact Partnership Wealth first reported a position in Occidental Petroleum in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Occidental Petroleum position peaked at $343K in Q2 2023.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.