Selective Wealth Management’s Occidental Petroleum OXY Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-674	Closed	-$41K	–	545
2022 Q3	$41K	Sell	674 -1,000	-60%	-$64K	0.02%	316
2022 Q2	$99K	Buy	1,674 +1,000	+148%	+$61.4K	0.04%	221
2022 Q1	$38K	Buy	674 +174	+35%	+$7.69K	0.01%	348
2021 Q4	$14K	Hold	500	–	–	0.01%	452
2021 Q3	$15K	Buy	+500	New	+$13.3K	0.01%	394
2020 Q3	–	Sell	-56	Closed	-$1K	–	392
2020 Q2	$1K	Hold	56	–	–	﹤0.01%	403
2020 Q1	$1K	Hold	56	–	–	﹤0.01%	317
2019 Q4	$2K	Buy	56 +1	+2%	+$40	﹤0.01%	295
2019 Q3	$2K	Buy	+55	New	+$2.6K	﹤0.01%	299

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Selective Wealth Management's OXY Position: Q4 2022 in Review

Selective Wealth Management sold out of Occidental Petroleum (OXY) in Q4 2022, closing a stake of 674 shares — an estimated $41K sold.

Selective Wealth Management first reported a position in OXY in Q3 2019 and held it in 9 quarters. The position peaked at $99K in Q2 2022. 1,161 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

Selective Wealth Management reported no remaining Occidental Petroleum position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 674 Occidental Petroleum shares in Q4 2022, an estimated $41K.
Selective Wealth Management first reported a position in Occidental Petroleum in Q3 2019 and held it in 9 quarters.
Selective Wealth Management's Occidental Petroleum position peaked at $99K in Q2 2022.
1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.