Mark Sheptoff Financial Planning’s Occidental Petroleum OXY Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	–	Sell	-500	Closed	-$14K	–	474
2021 Q4	$14K	Hold	500	–	–	0.01%	287
2021 Q3	$15K	Hold	500	–	–	0.01%	272
2021 Q2	$16K	Buy	+500	New	+$13.4K	0.01%	292
2016 Q3	–	Sell	-45	Closed	-$3K	–	367
2016 Q2	$3K	Buy	+45	New	+$3.36K	﹤0.01%	308
2015 Q2	–	Sell	-250	Closed	-$18K	–	398
2015 Q1	$18K	Hold	250	–	–	0.02%	229
2014 Q4	$20K	Buy	+250	New	+$20.7K	0.02%	217

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mark Sheptoff Financial Planning's OXY Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of Occidental Petroleum (OXY) in Q1 2022, closing a stake of 500 shares — an estimated $14K sold.

Mark Sheptoff Financial Planning first reported a position in OXY in Q4 2014 and held it in 6 quarters. The position peaked at $20K in Q4 2014. 977 funds tracked by Wall St. Rank hold OXY as of Q1 2022.

Mark Sheptoff Financial Planning reported no remaining Occidental Petroleum position as of Q1 2022 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 500 Occidental Petroleum shares in Q1 2022, an estimated $14K.
Mark Sheptoff Financial Planning first reported a position in Occidental Petroleum in Q4 2014 and held it in 6 quarters.
Mark Sheptoff Financial Planning's Occidental Petroleum position peaked at $20K in Q4 2014.
977 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.