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Lakewood Asset Management’s Occidental Petroleum OXY Stock Holding History

Lakewood Asset 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
Q1 		– Sell
-1,232
Closed -$78K – 240
2022
Q4 		$78K Buy
+1,232
New +$83.9K 0.06% 148

Other funds holding OXY

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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lakewood Asset Management's OXY Position: Q1 2023 in Review

Lakewood Asset Management sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 1,232 shares — an estimated $78K sold.

Lakewood Asset Management first reported a position in OXY in Q4 2022 and held it in 1 quarter. The position peaked at $78K in Q4 2022. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

  • Lakewood Asset Management reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 1,232 Occidental Petroleum shares in Q1 2023, an estimated $78K.
  • Lakewood Asset Management first reported a position in Occidental Petroleum in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Occidental Petroleum position peaked at $78K in Q4 2022.
  • 1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.