Mascoma Wealth Management’s Occidental Petroleum OXY Stock Holding History

Mascoma 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 Q2	–	Sell	-80	Closed	-$4.92K	–	559
2023 Q1	$4.92K	Hold	80	–	–	﹤0.01%	486
2022 Q4	$5.04K	Hold	80	–	–	﹤0.01%	489
2022 Q3	$5K	Hold	80	–	–	﹤0.01%	485
2022 Q2	$5K	Sell	80 -33	-29%	-$2.03K	﹤0.01%	504
2022 Q1	$6K	Buy	113 +33	+41%	+$1.46K	﹤0.01%	493
2021 Q4	$2K	Hold	80	–	–	﹤0.01%	499
2021 Q3	$2K	Buy	+80	New	+$2.14K	﹤0.01%	423
2021 Q2	–	Sell	-80	Closed	-$2K	–	344
2021 Q1	$2K	Buy	+80	New	+$2K	﹤0.01%	417
2019 Q3	–	Sell	-80	Closed	-$4K	–	261
2019 Q2	$4K	Hold	80	–	–	﹤0.01%	310
2019 Q1	$5K	Hold	80	–	–	﹤0.01%	301
2018 Q4	$5K	Hold	80	–	–	﹤0.01%	297
2018 Q3	$7K	Hold	80	–	–	﹤0.01%	308
2018 Q2	$7K	Buy	+80	New	+$6.39K	﹤0.01%	298
2017 Q3	–	Sell	-74	Closed	-$4K	–	407
2017 Q2	$4K	Hold	74	–	–	﹤0.01%	340
2017 Q1	$5K	Hold	74	–	–	﹤0.01%	299
2016 Q4	$5K	Buy	+74	New	+$5.26K	﹤0.01%	303

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mascoma Wealth Management's OXY Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2023, closing a stake of 80 shares — an estimated $4.92K sold.

Mascoma Wealth Management first reported a position in OXY in Q4 2016 and held it in 16 quarters. The position peaked at $7K in Q3 2018. 1,155 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

Mascoma Wealth Management reported no remaining Occidental Petroleum position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 80 Occidental Petroleum shares in Q2 2023, an estimated $4.92K.
Mascoma Wealth Management first reported a position in Occidental Petroleum in Q4 2016 and held it in 16 quarters.
Mascoma Wealth Management's Occidental Petroleum position peaked at $7K in Q3 2018.
1,155 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.