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PFG Private Wealth Management’s Occidental Petroleum OXY Stock Holding History

PFG Private 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
Q1 		– Sell
-4
Closed – – 362
2022
Q4 		$0 Buy
+4
New +$272 ﹤0.01% 403

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State Street
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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
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PFG Private Wealth Management's OXY Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 4 shares.

PFG Private Wealth Management first reported a position in OXY in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

  • PFG Private Wealth Management reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 4 Occidental Petroleum shares in Q1 2023.
  • PFG Private Wealth Management first reported a position in Occidental Petroleum in Q4 2022 and held it in 1 quarter.
  • PFG Private Wealth Management's Occidental Petroleum position peaked at $0 in Q4 2022.
  • 1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.