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Money Concepts Capital’s Occidental Petroleum OXY Stock Holding History

Money Concepts Capital’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
-9,153
Closed -$577K – 2129
2022
Q4 		$577K Buy
9,153
+7,357
+410% +$501K 0.03% 399
2022
Q3 		$110K Buy
1,796
+758
+73% +$48.5K 0.01% 557
2022
Q2 		$63K Sell
1,038
-1,935
-65% -$119K 0.01% 662
2022
Q1 		$169K Buy
+2,973
New +$131K 0.01% 808

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Money Concepts Capital's OXY Position: Q1 2023 in Review

Money Concepts Capital sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 9,153 shares — an estimated $577K sold.

Money Concepts Capital first reported a position in OXY in Q1 2022 and held it in 4 quarters. The position peaked at $577K in Q4 2022. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

  • Money Concepts Capital reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 9,153 Occidental Petroleum shares in Q1 2023, an estimated $577K.
  • Money Concepts Capital first reported a position in Occidental Petroleum in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Occidental Petroleum position peaked at $577K in Q4 2022.
  • 1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.