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McElhenny Sheffield Capital Management’s Occidental Petroleum OXY Stock Holding History

McElhenny Sheffield Capital 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
Q1 		– Sell
-71
Closed -$4.47K – 449
2022
Q4 		$4.47K Buy
+71
New +$4.83K ﹤0.01% 416

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State Street
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Fidelity Investments
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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

McElhenny Sheffield Capital Management's OXY Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 71 shares — an estimated $4.47K sold.

McElhenny Sheffield Capital Management first reported a position in OXY in Q4 2022 and held it in 1 quarter. The position peaked at $4.47K in Q4 2022. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 71 Occidental Petroleum shares in Q1 2023, an estimated $4.47K.
  • McElhenny Sheffield Capital Management first reported a position in Occidental Petroleum in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Occidental Petroleum position peaked at $4.47K in Q4 2022.
  • 1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.