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Laidlaw Wealth Management’s Occidental Petroleum OXY Stock Holding History

Laidlaw 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
2023
Q4 		– Sell
-4,424
Closed -$287K – 264
2023
Q3 		$287K Sell
4,424
-1,044
-19% -$65.7K 0.09% 202
2023
Q2 		$322K Buy
+5,468
New +$328K 0.06% 256
2023
Q1 		– Sell
-6,545
Closed -$412K – 372
2022
Q4 		$412K Buy
6,545
+1,388
+27% +$94.5K 0.09% 215
2022
Q3 		$317K Buy
5,157
+1,697
+49% +$109K 0.07% 227
2022
Q2 		$204K Buy
+3,460
New +$213K 0.04% 345

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

Laidlaw Wealth Management's OXY Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of Occidental Petroleum (OXY) in Q4 2023, closing a stake of 4,424 shares — an estimated $287K sold.

Laidlaw Wealth Management first reported a position in OXY in Q2 2022 and held it in 5 quarters. The position peaked at $412K in Q4 2022. 1,219 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

  • Laidlaw Wealth Management reported no remaining Occidental Petroleum position as of Q4 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 4,424 Occidental Petroleum shares in Q4 2023, an estimated $287K.
  • Laidlaw Wealth Management first reported a position in Occidental Petroleum in Q2 2022 and held it in 5 quarters.
  • Laidlaw Wealth Management's Occidental Petroleum position peaked at $412K in Q4 2022.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.