My Personal CFO LLC’s Occidental Petroleum OXY Stock Holding History

My Personal CFO LLC’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	-19	Closed	-$1.2K	–	591
2022 Q4	$1.2K	Buy	+19	New	+$1.29K	﹤0.01%	604

Other funds holding OXY

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

My Personal CFO LLC's OXY Position: Q1 2023 in Review

My Personal CFO LLC sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 19 shares — an estimated $1.2K sold.

My Personal CFO LLC first reported a position in OXY in Q4 2022 and held it in 1 quarter. The position peaked at $1.2K in Q4 2022. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

My Personal CFO LLC reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 19 Occidental Petroleum shares in Q1 2023, an estimated $1.2K.
My Personal CFO LLC first reported a position in Occidental Petroleum in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Occidental Petroleum position peaked at $1.2K in Q4 2022.
1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.