Janiczek Wealth Management’s Occidental Petroleum OXY Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$17K	Hold	269	–	–	﹤0.01%	586
2024 Q1	$17.5K	Hold	269	–	–	﹤0.01%	591
2023 Q4	$16.1K	Buy	269 +2	+0.7%	+$122	﹤0.01%	580
2023 Q3	$17.4K	Hold	267	–	–	﹤0.01%	538
2023 Q2	$15.7K	Hold	267	–	–	﹤0.01%	491
2023 Q1	$17.3K	Hold	267	–	–	﹤0.01%	475
2022 Q4	$17.6K	Buy	267 +260	+3,714%	+$17.7K	0.01%	477
2022 Q3	$0	Hold	7	–	–	﹤0.01%	1029
2022 Q2	$0	Hold	7	–	–	﹤0.01%	1040
2022 Q1	$0	Hold	7	–	–	﹤0.01%	1047
2021 Q4	$0	Hold	7	–	–	﹤0.01%	1073
2021 Q3	$0	Buy	+7	New	+$187	﹤0.01%	1017

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

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

Janiczek Wealth Management's OXY Position: Q2 2024 in Review

Janiczek Wealth Management held its Occidental Petroleum (OXY) position steady in Q2 2024 at 269 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Janiczek Wealth Management first reported a position in OXY in Q3 2021 and has held it in 12 quarters since. The position peaked at $17.6K in Q4 2022. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

Janiczek Wealth Management held 269 shares of Occidental Petroleum worth $17K as of Q2 2024.
Janiczek Wealth Management left its Occidental Petroleum share count unchanged in Q2 2024.
Occidental Petroleum made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #586 holding.
Janiczek Wealth Management first reported a position in Occidental Petroleum in Q3 2021 and has held it in 12 quarters since.
Janiczek Wealth Management's Occidental Petroleum position peaked at $17.6K in Q4 2022.
1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.