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Sara-Bay Financial’s Occidental Petroleum OXY Stock Holding History

Sara-Bay 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
-3,470
Closed -$204K – 79
2023
Q2 		$204K Hold
3,470
– – 0.1% 77
2023
Q1 		$217K Buy
+3,470
New +$216K 0.11% 74

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

Sara-Bay Financial's OXY Position: Q3 2023 in Review

Sara-Bay Financial sold out of Occidental Petroleum (OXY) in Q3 2023, closing a stake of 3,470 shares — an estimated $204K sold.

Sara-Bay Financial first reported a position in OXY in Q1 2023 and held it in 2 quarters. The position peaked at $217K in Q1 2023. 1,160 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

  • Sara-Bay Financial reported no remaining Occidental Petroleum position as of Q3 2023 after selling out during the quarter.
  • Sara-Bay Financial sold 3,470 Occidental Petroleum shares in Q3 2023, an estimated $204K.
  • Sara-Bay Financial first reported a position in Occidental Petroleum in Q1 2023 and held it in 2 quarters.
  • Sara-Bay Financial's Occidental Petroleum position peaked at $217K in Q1 2023.
  • 1,160 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on Sara-Bay Financial's 13F filing for Q3 2023, filed 13 Oct 2023.