LeJeune Puetz Investment Counsel’s Occidental Petroleum OXY Stock Holding History

LeJeune Puetz Investment Counsel’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	$262K	Buy	+4,200	New	+$261K	0.09%	143

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

LeJeune Puetz Investment Counsel's OXY Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel opened a new position in Occidental Petroleum (OXY) in Q1 2023: 4,200 shares worth $262K. The stake represents 0.09% of the portfolio and ranks #143 among its holdings.

1,168 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

LeJeune Puetz Investment Counsel held 4,200 shares of Occidental Petroleum worth $262K as of Q1 2023.
Occidental Petroleum was a new LeJeune Puetz Investment Counsel position in Q1 2023.
Occidental Petroleum made up 0.09% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #143 holding.
1,168 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.