Shufro Rose & Co’s Occidental Petroleum OXY Stock Holding History

Shufro Rose & Co’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 Q1	–	Sell	-3,700	Closed	-$233K	–	343
2022 Q4	$233K	Hold	3,700	–	–	0.02%	273
2022 Q3	$227K	Buy	+3,700	New	+$237K	0.02%	254

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

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

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

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

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

Shufro Rose & Co's OXY Position: Q1 2023 in Review

Shufro Rose & Co sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 3,700 shares — an estimated $233K sold.

Shufro Rose & Co first reported a position in OXY in Q3 2022 and held it in 2 quarters. The position peaked at $233K in Q4 2022. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

Shufro Rose & Co reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
Shufro Rose & Co sold 3,700 Occidental Petroleum shares in Q1 2023, an estimated $233K.
Shufro Rose & Co first reported a position in Occidental Petroleum in Q3 2022 and held it in 2 quarters.
Shufro Rose & Co's Occidental Petroleum position peaked at $233K in Q4 2022.
1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Shufro Rose & Co's 13F filing for Q1 2023, filed 20 Apr 2023.