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Retirement Financial Solutions’s Occidental Petroleum OXY Stock Holding History

Retirement Financial Solutions’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
-32
Closed -$2.02K – 183
2022
Q4 		$2.02K Buy
+32
New +$2.18K ﹤0.01% 216

Other funds holding OXY

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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

Retirement Financial Solutions's OXY Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 32 shares — an estimated $2.02K sold.

Retirement Financial Solutions first reported a position in OXY in Q4 2022 and held it in 1 quarter. The position peaked at $2.02K in Q4 2022. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 32 Occidental Petroleum shares in Q1 2023, an estimated $2.02K.
  • Retirement Financial Solutions first reported a position in Occidental Petroleum in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Occidental Petroleum position peaked at $2.02K in Q4 2022.
  • 1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.