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Silverlake Wealth Management’s Occidental Petroleum OXY Stock Holding History

Silverlake 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
2023
Q3 		– Sell
-4,508
Closed -$265K – 238
2023
Q2 		$265K Buy
4,508
+11
+0.2% +$660 0.15% 164
2023
Q1 		$281K Buy
4,497
+8
+0.2% +$497 0.17% 151
2022
Q4 		$283K Buy
4,489
+8
+0.2% +$545 0.18% 146
2022
Q3 		$275K Buy
4,481
+9
+0.2% +$576 0.19% 139
2022
Q2 		$263K Buy
4,472
+59
+1% +$3.62K 0.17% 151
2022
Q1 		$250K Buy
+4,413
New +$195K 0.14% 172

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

Silverlake Wealth Management's OXY Position: Q3 2023 in Review

Silverlake Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2023, closing a stake of 4,508 shares — an estimated $265K sold.

Silverlake Wealth Management first reported a position in OXY in Q1 2022 and held it in 6 quarters. The position peaked at $283K in Q4 2022. 1,160 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

  • Silverlake Wealth Management reported no remaining Occidental Petroleum position as of Q3 2023 after selling out during the quarter.
  • Silverlake Wealth Management sold 4,508 Occidental Petroleum shares in Q3 2023, an estimated $265K.
  • Silverlake Wealth Management first reported a position in Occidental Petroleum in Q1 2022 and held it in 6 quarters.
  • Silverlake Wealth Management's Occidental Petroleum position peaked at $283K in Q4 2022.
  • 1,160 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on Silverlake Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.