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Joseph P. Lucia & Associates’s Occidental Petroleum OXY Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-400
Closed -$24K – 344
2022
Q2 		$24K Buy
+400
New +$24.6K 0.02% 233

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State Street
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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
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

Joseph P. Lucia & Associates's OXY Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Occidental Petroleum (OXY) in Q3 2022, closing a stake of 400 shares — an estimated $24K sold.

Joseph P. Lucia & Associates first reported a position in OXY in Q2 2022 and held it in 1 quarter. The position peaked at $24K in Q2 2022. 1,103 funds tracked by Wall St. Rank hold OXY as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Occidental Petroleum position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 400 Occidental Petroleum shares in Q3 2022, an estimated $24K.
  • Joseph P. Lucia & Associates first reported a position in Occidental Petroleum in Q2 2022 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Occidental Petroleum position peaked at $24K in Q2 2022.
  • 1,103 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.