IFA
OXY icon

Interactive Financial Advisors’s Occidental Petroleum OXY Stock Holding History

Interactive Financial Advisors’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
Q2 		– Sell
-715
Closed -$41K – 163
2022
Q1 		$41K Buy
+715
New +$31.6K 0.02% 126
2021
Q4 		– Sell
-546
Closed -$16K – 176
2021
Q3 		$16K Buy
546
+37
+7% +$988 0.01% 153
2021
Q2 		$16K Sell
509
-315
-38% -$8.45K 0.01% 153
2021
Q1 		$22K Buy
824
+106
+15% +$2.65K 0.01% 139
2020
Q4 		$12K Sell
718
-715
-50% -$9.8K 0.01% 147
2020
Q3 		$14K Sell
1,433
-335
-19% -$4.72K 0.01% 130
2020
Q2 		$32K Buy
+1,768
New +$27.9K 0.02% 112
2020
Q1 		– Sell
-581
Closed -$24K – 122
2019
Q4 		$24K Buy
+581
New +$23.3K 0.01% 124
2018
Q4 		– Sell
-1,137
Closed -$93K – 115
2018
Q3 		$93K Buy
1,137
+289
+34% +$23.4K 0.04% 80
2018
Q2 		$71K Buy
848
+169
+25% +$13.5K 0.03% 87
2018
Q1 		$44K Buy
679
+26
+4% +$1.82K 0.02% 90
2017
Q4 		$48K Buy
+653
New +$44.3K 0.02% 92
2017
Q1 		– Sell
-733
Closed -$52K – 105
2016
Q4 		$52K Sell
733
-204
-22% -$14.5K 0.03% 84
2016
Q3 		$68K Buy
+937
New +$70.1K 0.03% 76
2014
Q4 		– Sell
-237
Closed -$22K – 96
2014
Q3 		$22K Buy
237
+72
+44% +$6.91K 0.01% 74
2014
Q2 		$16K Buy
165
+142
+617% +$13.3K 0.01% 74
2014
Q1 		$2K Buy
+23
New +$2.06K ﹤0.01% 91

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Interactive Financial Advisors's OXY Position: Q2 2022 in Review

Interactive Financial Advisors sold out of Occidental Petroleum (OXY) in Q2 2022, closing a stake of 715 shares — an estimated $41K sold.

Interactive Financial Advisors first reported a position in OXY in Q1 2014 and held it in 17 quarters. The position peaked at $93K in Q3 2018. 1,052 funds tracked by Wall St. Rank hold OXY as of Q2 2022.

  • Interactive Financial Advisors reported no remaining Occidental Petroleum position as of Q2 2022 after selling out during the quarter.
  • Interactive Financial Advisors sold 715 Occidental Petroleum shares in Q2 2022, an estimated $41K.
  • Interactive Financial Advisors first reported a position in Occidental Petroleum in Q1 2014 and held it in 17 quarters.
  • Interactive Financial Advisors's Occidental Petroleum position peaked at $93K in Q3 2018.
  • 1,052 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2022.

Based on Interactive Financial Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.