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Precision Wealth Strategies’s Occidental Petroleum OXY Stock Holding History

Precision Wealth Strategies’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
-3,800
Closed -$239K – 105
2022
Q4 		$239K Sell
3,800
-22
-0.6% -$1.5K 0.25% 80
2022
Q3 		$271K Sell
3,822
-2,215
-37% -$142K 0.24% 96
2022
Q2 		$350K Sell
6,037
-1,058
-15% -$65K 0.28% 80
2022
Q1 		$403K Buy
+7,095
New +$314K 0.24% 87

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Precision Wealth Strategies's OXY Position: Q1 2023 in Review

Precision Wealth Strategies sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 3,800 shares — an estimated $239K sold.

Precision Wealth Strategies first reported a position in OXY in Q1 2022 and held it in 4 quarters. The position peaked at $403K in Q1 2022. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

  • Precision Wealth Strategies reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
  • Precision Wealth Strategies sold 3,800 Occidental Petroleum shares in Q1 2023, an estimated $239K.
  • Precision Wealth Strategies first reported a position in Occidental Petroleum in Q1 2022 and held it in 4 quarters.
  • Precision Wealth Strategies's Occidental Petroleum position peaked at $403K in Q1 2022.
  • 1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Precision Wealth Strategies's 13F filing for Q1 2023, filed 4 May 2023.