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Pinnacle Family Advisors’s Occidental Petroleum OXY Stock Holding History

Pinnacle Family Advisors’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
2022
Q2 		– Sell
-5,890
Closed -$334K – 109
2022
Q1 		$334K Buy
+5,890
New +$260K 0.18% 93

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Family Advisors's OXY Position: Q2 2022 in Review

Pinnacle Family Advisors sold out of Occidental Petroleum (OXY) in Q2 2022, closing a stake of 5,890 shares — an estimated $334K sold.

Pinnacle Family Advisors first reported a position in OXY in Q1 2022 and held it in 1 quarter. The position peaked at $334K in Q1 2022. 1,051 funds tracked by Wall St. Rank hold OXY as of Q2 2022.

  • Pinnacle Family Advisors reported no remaining Occidental Petroleum position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Family Advisors sold 5,890 Occidental Petroleum shares in Q2 2022, an estimated $334K.
  • Pinnacle Family Advisors first reported a position in Occidental Petroleum in Q1 2022 and held it in 1 quarter.
  • Pinnacle Family Advisors's Occidental Petroleum position peaked at $334K in Q1 2022.
  • 1,051 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2022.

Based on Pinnacle Family Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.