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Steward Financial Group’s Occidental Petroleum OXY Stock Holding History

Steward 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
2023
Q3 		$37K Buy
583
+154
+36% +$9.69K 0.01% 175
2023
Q2 		$25K Buy
+429
New +$25.7K 0.01% 216
2022
Q3 		– Sell
-441
Closed -$25K – 951
2022
Q2 		$25K Buy
441
+408
+1,236% +$25.1K 0.02% 153
2022
Q1 		$1K Hold
33
– – ﹤0.01% 303
2021
Q4 		$0 Buy
+33
New +$1.04K ﹤0.01% 278

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

Steward Financial Group's OXY Position: Q3 2023 in Review

Steward Financial Group increased its Occidental Petroleum (OXY) stake by 36% in Q3 2023, buying an estimated $9.69K and bringing the position to 583 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #175.

Steward Financial Group first reported a position in OXY in Q4 2021 and has held it in 5 quarters since. 1,160 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

  • Steward Financial Group held 583 shares of Occidental Petroleum worth $37K as of Q3 2023.
  • Steward Financial Group bought 154 Occidental Petroleum shares in Q3 2023, an estimated $9.69K.
  • Occidental Petroleum made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #175 holding.
  • Steward Financial Group first reported a position in Occidental Petroleum in Q4 2021 and has held it in 5 quarters since.
  • 1,160 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.