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Laurel Wealth Advisors (California)’s Occidental Petroleum OXY Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$942K Buy
16,460
+1,500
+10% +$102K 0.09% 225
2022
Q3 		$919K Buy
14,960
+50
+0.3% +$3.2K 0.1% 228
2022
Q2 		$878K Buy
14,910
+145
+1% +$8.91K 0.09% 236
2022
Q1 		$838K Buy
14,765
+724
+5% +$32K 0.07% 280
2021
Q4 		$407K Buy
14,041
+4,510
+47% +$142K 0.03% 523
2021
Q3 		$282K Buy
9,531
+138
+1% +$3.68K 0.05% 353
2021
Q2 		$293K Sell
9,393
-820
-8% -$22K 0.04% 405
2021
Q1 		$272K Buy
+10,213
New +$255K 0.04% 376
2020
Q1 		– Sell
-6,481
Closed -$267K – 418
2019
Q4 		$267K Buy
6,481
+718
+12% +$28.8K 0.04% 381
2019
Q3 		$257K Buy
5,763
+1,101
+24% +$52.1K 0.04% 383
2019
Q2 		$234K Buy
4,662
+79
+2% +$4.45K 0.05% 356
2019
Q1 		$303K Buy
4,583
+65
+1% +$4.28K 0.07% 283
2018
Q4 		$277K Sell
4,518
-79
-2% -$5.55K 0.08% 262
2018
Q3 		$377K Sell
4,597
-50
-1% -$4.04K 0.09% 235
2018
Q2 		$388K Buy
4,647
+122
+3% +$9.74K 0.1% 214
2018
Q1 		$293K Sell
4,525
-490
-10% -$34.3K 0.09% 247
2017
Q4 		$369K Buy
5,015
+508
+11% +$34.5K 0.11% 216
2017
Q3 		$289K Buy
4,507
+161
+4% +$9.8K 0.1% 224
2017
Q2 		$260K Sell
4,346
-15
-0.3% -$918 0.09% 239
2017
Q1 		$276K Sell
4,361
-38
-0.9% -$2.53K 0.11% 211
2016
Q4 		$313K Sell
4,399
-31
-0.7% -$2.2K 0.14% 175
2016
Q3 		$323K Sell
4,430
-71
-2% -$5.32K 0.15% 165
2016
Q2 		$340K Sell
4,501
-33
-0.7% -$2.47K 0.16% 158
2016
Q1 		$310K Sell
4,534
-406
-8% -$27.2K 0.16% 165
2015
Q4 		$333K Buy
+4,940
New +$355K 0.17% 158

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
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
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

Laurel Wealth Advisors (California)'s OXY Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Occidental Petroleum (OXY) stake by 10% in Q4 2022, buying an estimated $102K and bringing the position to 16,460 shares worth $942K. The position accounts for 0.09% of the portfolio, ranked #225.

Laurel Wealth Advisors (California) first reported a position in OXY in Q4 2015 and has held it in 25 quarters since. 1,161 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

  • Laurel Wealth Advisors (California) held 16,460 shares of Occidental Petroleum worth $942K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 1,500 Occidental Petroleum shares in Q4 2022, an estimated $102K.
  • Occidental Petroleum made up 0.09% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #225 holding.
  • Laurel Wealth Advisors (California) first reported a position in Occidental Petroleum in Q4 2015 and has held it in 25 quarters since.
  • 1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.