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Sovereign Financial Group’s Occidental Petroleum OXY Stock Holding History

Sovereign Financial Group’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
Q3 		– Sell
-4,281
Closed -$252K – 213
2022
Q2 		$252K Buy
+4,281
New +$263K 0.1% 176

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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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sovereign Financial Group's OXY Position: Q3 2022 in Review

Sovereign Financial Group sold out of Occidental Petroleum (OXY) in Q3 2022, closing a stake of 4,281 shares — an estimated $252K sold.

Sovereign Financial Group first reported a position in OXY in Q2 2022 and held it in 1 quarter. The position peaked at $252K in Q2 2022. 1,103 funds tracked by Wall St. Rank hold OXY as of Q3 2022.

  • Sovereign Financial Group reported no remaining Occidental Petroleum position as of Q3 2022 after selling out during the quarter.
  • Sovereign Financial Group sold 4,281 Occidental Petroleum shares in Q3 2022, an estimated $252K.
  • Sovereign Financial Group first reported a position in Occidental Petroleum in Q2 2022 and held it in 1 quarter.
  • Sovereign Financial Group's Occidental Petroleum position peaked at $252K in Q2 2022.
  • 1,103 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2022.

Based on Sovereign Financial Group's 13F filing for Q3 2022, filed 14 Nov 2022.