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Madison Wealth Management’s Occidental Petroleum OXY Stock Holding History

Madison 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
Q3 		$1.18M Hold
18,200
– – 0.25% 90
2023
Q2 		$1.07M Buy
18,200
+2,950
+19% +$177K 0.22% 91
2023
Q1 		$952K Sell
15,250
-10
-0.1% -$621 0.21% 91
2022
Q4 		$961K Buy
15,260
+160
+1% +$10.9K 0.22% 90
2022
Q3 		$928K Buy
15,100
+8,200
+119% +$525K 0.23% 90
2022
Q2 		$406K Buy
+6,900
New +$424K 0.1% 119

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Madison Wealth Management's OXY Position: Q3 2023 in Review

Madison Wealth Management held its Occidental Petroleum (OXY) position steady in Q3 2023 at 18,200 shares worth $1.18M. The position accounts for 0.25% of the portfolio, ranked #90.

Madison Wealth Management first reported a position in OXY in Q2 2022 and has held it in 6 quarters since. 1,161 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

  • Madison Wealth Management held 18,200 shares of Occidental Petroleum worth $1.18M as of Q3 2023.
  • Madison Wealth Management left its Occidental Petroleum share count unchanged in Q3 2023.
  • Occidental Petroleum made up 0.25% of Madison Wealth Management's portfolio in Q3 2023, its #90 holding.
  • Madison Wealth Management first reported a position in Occidental Petroleum in Q2 2022 and has held it in 6 quarters since.
  • 1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.