Nations Financial Group’s Occidental Petroleum OXY Stock Holding History

Nations Financial Group’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 Q4	–	Sell	-4,201	Closed	-$273K	–	642
2023 Q3	$273K	Buy	4,201 +200	+5%	+$12.6K	0.03%	514
2023 Q2	$235K	Sell	4,001 -27,455	-87%	-$1.65M	0.02%	559
2023 Q1	$1.96M	Sell	31,456 -3,641	-10%	-$226K	0.21%	131
2022 Q4	$2.21M	Buy	35,097 +559	+2%	+$38.1K	0.25%	106
2022 Q3	$2.12M	Buy	34,538 +230	+0.7%	+$14.7K	0.31%	75
2022 Q2	$2.02M	Sell	34,308 -3,689	-10%	-$227K	0.27%	96
2022 Q1	$2.16M	Buy	37,997 +2,642	+7%	+$117K	0.26%	95
2021 Q4	$1.02M	Buy	+35,355	New	+$1.11M	0.13%	169

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 $3.37T AUM 44.26% 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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nations Financial Group's OXY Position: Q4 2023 in Review

Nations Financial Group sold out of Occidental Petroleum (OXY) in Q4 2023, closing a stake of 4,201 shares — an estimated $273K sold.

Nations Financial Group first reported a position in OXY in Q4 2021 and held it in 8 quarters. The position peaked at $2.21M in Q4 2022. 1,220 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

Nations Financial Group reported no remaining Occidental Petroleum position as of Q4 2023 after selling out during the quarter.
Nations Financial Group sold 4,201 Occidental Petroleum shares in Q4 2023, an estimated $273K.
Nations Financial Group first reported a position in Occidental Petroleum in Q4 2021 and held it in 8 quarters.
Nations Financial Group's Occidental Petroleum position peaked at $2.21M in Q4 2022.
1,220 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on Nations Financial Group's 13F filing for Q4 2023, filed 9 Feb 2024.