Johnson Midwest Financial’s Occidental Petroleum OXY Stock Holding History

Johnson Midwest Financial’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 Q3	$26.4K	Hold	407	–	–	0.06%	119
2023 Q2	$23.9K	Hold	407	–	–	0.02%	131
2023 Q1	$25.4K	Hold	407	–	–	0.04%	126
2022 Q4	$26K	Hold	407	–	–	0.1%	120
2022 Q3	$25	Hold	407	–	–	0.1%	119
2022 Q2	$24K	Buy	407 +45	+12%	+$2.76K	0.03%	118
2022 Q1	$21K	Hold	362	–	–	0.03%	122
2021 Q4	$10K	Hold	362	–	–	0.01%	184
2021 Q3	$11K	Hold	362	–	–	0.01%	177
2021 Q2	$11K	Hold	362	–	–	0.01%	166
2021 Q1	$10K	Hold	362	–	–	0.01%	166
2020 Q4	$6K	Buy	+362	New	+$4.96K	0.01%	198

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Johnson Midwest Financial's OXY Position: Q3 2023 in Review

Johnson Midwest Financial held its Occidental Petroleum (OXY) position steady in Q3 2023 at 407 shares worth $26.4K. The position accounts for 0.06% of the portfolio, ranked #119.

Johnson Midwest Financial first reported a position in OXY in Q4 2020 and has held it in 12 quarters since. 1,160 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

Johnson Midwest Financial held 407 shares of Occidental Petroleum worth $26.4K as of Q3 2023.
Johnson Midwest Financial left its Occidental Petroleum share count unchanged in Q3 2023.
Occidental Petroleum made up 0.06% of Johnson Midwest Financial's portfolio in Q3 2023, its #119 holding.
Johnson Midwest Financial first reported a position in Occidental Petroleum in Q4 2020 and has held it in 12 quarters since.
1,160 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.