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RIA Advisory Group’s Occidental Petroleum OXY Stock Holding History

RIA Advisory 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
-3,362
Closed -$210K – 129
2023
Q1 		$210K Buy
3,362
+34
+1% +$2.11K 0.1% 107
2022
Q4 		$210K Buy
+3,328
New +$227K 0.12% 83

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

RIA Advisory Group's OXY Position: Q2 2023 in Review

RIA Advisory Group sold out of Occidental Petroleum (OXY) in Q2 2023, closing a stake of 3,362 shares — an estimated $210K sold.

RIA Advisory Group first reported a position in OXY in Q4 2022 and held it in 2 quarters. The position peaked at $210K in Q1 2023. 1,155 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

  • RIA Advisory Group reported no remaining Occidental Petroleum position as of Q2 2023 after selling out during the quarter.
  • RIA Advisory Group sold 3,362 Occidental Petroleum shares in Q2 2023, an estimated $210K.
  • RIA Advisory Group first reported a position in Occidental Petroleum in Q4 2022 and held it in 2 quarters.
  • RIA Advisory Group's Occidental Petroleum position peaked at $210K in Q1 2023.
  • 1,155 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on RIA Advisory Group's 13F filing for Q2 2023, filed 25 Jul 2023.