Parisi Gray Wealth Management’s Occidental Petroleum OXY Stock Holding History

Parisi Gray 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 Q4	–	Sell	-5,292	Closed	-$343K	–	104
2023 Q3	$343K	Buy	5,292 +1,047	+25%	+$65.9K	0.16%	80
2023 Q2	$265K	Hold	4,245	–	–	0.12%	85
2023 Q1	$265K	Buy	4,245 +408	+11%	+$25.3K	0.16%	70
2022 Q4	$242K	Buy	3,837 +204	+6%	+$13.9K	0.12%	90
2022 Q3	$223K	Buy	+3,633	New	+$233K	0.17%	77
2021 Q3	–	Sell	-334	Closed	-$10K	–	409
2021 Q2	$10K	Buy	+334	New	+$8.96K	﹤0.01%	448
2019 Q2	–	Sell	-487	Closed	-$32K	–	339
2019 Q1	$32K	Sell	487 -64	-12%	-$4.22K	0.02%	265
2018 Q4	$33K	Hold	551	–	–	0.02%	261
2018 Q3	$45K	Hold	551	–	–	0.03%	238
2018 Q2	$46K	Hold	551	–	–	0.03%	242
2018 Q1	$37K	Hold	551	–	–	0.03%	259
2017 Q4	$41K	Buy	+551	New	+$37.4K	0.03%	244

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Parisi Gray Wealth Management's OXY Position: Q4 2023 in Review

Parisi Gray Wealth Management sold out of Occidental Petroleum (OXY) in Q4 2023, closing a stake of 5,292 shares — an estimated $343K sold.

Parisi Gray Wealth Management first reported a position in OXY in Q4 2017 and held it in 12 quarters. The position peaked at $343K in Q3 2023. 1,219 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

Parisi Gray Wealth Management reported no remaining Occidental Petroleum position as of Q4 2023 after selling out during the quarter.
Parisi Gray Wealth Management sold 5,292 Occidental Petroleum shares in Q4 2023, an estimated $343K.
Parisi Gray Wealth Management first reported a position in Occidental Petroleum in Q4 2017 and held it in 12 quarters.
Parisi Gray Wealth Management's Occidental Petroleum position peaked at $343K in Q3 2023.
1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on Parisi Gray Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.