Piershale Financial Group’s Occidental Petroleum OXY Stock Holding History

Piershale 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 Q2	–	Sell	-70	Closed	-$4.37K	–	291
2023 Q1	$4.37K	Hold	70	–	–	﹤0.01%	182
2022 Q4	$4.41K	Buy	+70	New	+$4.77K	﹤0.01%	190
2016 Q4	–	Sell	-639	Closed	-$47K	–	101
2016 Q3	$47K	Hold	639	–	–	0.04%	36
2016 Q2	$48K	Hold	639	–	–	0.04%	33
2016 Q1	$44K	Buy	639 +99	+18%	+$6.64K	0.03%	34
2015 Q4	$36K	Hold	540	–	–	0.02%	50
2015 Q3	$36K	Hold	540	–	–	0.03%	38
2015 Q2	$42K	Hold	540	–	–	0.03%	32
2015 Q1	$39K	Hold	540	–	–	0.03%	35
2014 Q4	$43K	Sell	540 -23	-4%	-$1.91K	0.03%	45
2014 Q3	$52K	Hold	563	–	–	0.04%	41
2014 Q2	$55K	Hold	563	–	–	0.05%	46
2014 Q1	$51K	Hold	563	–	–	0.06%	43
2013 Q4	$51K	Hold	563	–	–	0.07%	32
2013 Q3	$50K	Hold	563	–	–	0.05%	43
2013 Q2	$48K	Buy	+563	New	+$47.6K	0.09%	33

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Piershale Financial Group's OXY Position: Q2 2023 in Review

Piershale Financial Group sold out of Occidental Petroleum (OXY) in Q2 2023, closing a stake of 70 shares — an estimated $4.37K sold.

Piershale Financial Group first reported a position in OXY in Q2 2013 and held it in 16 quarters. The position peaked at $55K in Q2 2014. 1,156 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

Piershale Financial Group reported no remaining Occidental Petroleum position as of Q2 2023 after selling out during the quarter.
Piershale Financial Group sold 70 Occidental Petroleum shares in Q2 2023, an estimated $4.37K.
Piershale Financial Group first reported a position in Occidental Petroleum in Q2 2013 and held it in 16 quarters.
Piershale Financial Group's Occidental Petroleum position peaked at $55K in Q2 2014.
1,156 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.