Safeguard Financial’s Occidental Petroleum OXY Stock Holding History

Safeguard Financial’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	-500	Closed	-$29K	–	406
2023 Q2	$29K	Buy	+500	New	+$30K	0.01%	214

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Safeguard Financial's OXY Position: Q3 2023 in Review

Safeguard Financial sold out of Occidental Petroleum (OXY) in Q3 2023, closing a stake of 500 shares — an estimated $29K sold.

Safeguard Financial first reported a position in OXY in Q2 2023 and held it in 1 quarter. The position peaked at $29K in Q2 2023. 1,160 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

Safeguard Financial reported no remaining Occidental Petroleum position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 500 Occidental Petroleum shares in Q3 2023, an estimated $29K.
Safeguard Financial first reported a position in Occidental Petroleum in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Occidental Petroleum position peaked at $29K in Q2 2023.
1,160 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.