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RWA Wealth Partners’s Occidental Petroleum OXY Stock Holding History

RWA Wealth Partners’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
Q3 		– Sell
-4,707
Closed -$277K – 383
2023
Q2 		$277K Buy
+4,707
New +$282K 0.01% 282
2018
Q3 		– Sell
-225
Closed -$19K – 567
2018
Q2 		$19K Buy
+225
New +$18K ﹤0.01% 542

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RWA Wealth Partners's OXY Position: Q3 2023 in Review

RWA Wealth Partners sold out of Occidental Petroleum (OXY) in Q3 2023, closing a stake of 4,707 shares — an estimated $277K sold.

RWA Wealth Partners first reported a position in OXY in Q2 2018 and held it in 2 quarters. The position peaked at $277K in Q2 2023. 1,160 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

  • RWA Wealth Partners reported no remaining Occidental Petroleum position as of Q3 2023 after selling out during the quarter.
  • RWA Wealth Partners sold 4,707 Occidental Petroleum shares in Q3 2023, an estimated $277K.
  • RWA Wealth Partners first reported a position in Occidental Petroleum in Q2 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Occidental Petroleum position peaked at $277K in Q2 2023.
  • 1,160 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on RWA Wealth Partners's 13F filing for Q3 2023, filed 11 Oct 2023.