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Level Financial Advisors’s Occidental Petroleum OXY Stock Holding History

Level Financial Advisors’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
-50
Closed -$3K – 306
2022
Q2 		$3K Hold
50
– – ﹤0.01% 238
2022
Q1 		$3K Hold
50
– – ﹤0.01% 202
2021
Q4 		$1K Buy
+50
New +$1.57K ﹤0.01% 256

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
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

Level Financial Advisors's OXY Position: Q3 2022 in Review

Level Financial Advisors sold out of Occidental Petroleum (OXY) in Q3 2022, closing a stake of 50 shares — an estimated $3K sold.

Level Financial Advisors first reported a position in OXY in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 1,103 funds tracked by Wall St. Rank hold OXY as of Q3 2022.

  • Level Financial Advisors reported no remaining Occidental Petroleum position as of Q3 2022 after selling out during the quarter.
  • Level Financial Advisors sold 50 Occidental Petroleum shares in Q3 2022, an estimated $3K.
  • Level Financial Advisors first reported a position in Occidental Petroleum in Q4 2021 and held it in 3 quarters.
  • Level Financial Advisors's Occidental Petroleum position peaked at $3K in Q2 2022.
  • 1,103 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.