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Symphony Financial’s Occidental Petroleum OXY Stock Holding History

Symphony Financial’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
-4,215
Closed -$258K – 208
2022
Q4 		$258K Sell
4,215
-11,811
-74% -$804K 0.07% 176
2022
Q3 		$995K Buy
16,026
+66
+0.4% +$4.22K 0.33% 69
2022
Q2 		$943K Buy
+15,960
New +$980K 0.28% 76

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Symphony Financial's OXY Position: Q1 2023 in Review

Symphony Financial sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 4,215 shares — an estimated $258K sold.

Symphony Financial first reported a position in OXY in Q2 2022 and held it in 3 quarters. The position peaked at $995K in Q3 2022. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

  • Symphony Financial reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
  • Symphony Financial sold 4,215 Occidental Petroleum shares in Q1 2023, an estimated $258K.
  • Symphony Financial first reported a position in Occidental Petroleum in Q2 2022 and held it in 3 quarters.
  • Symphony Financial's Occidental Petroleum position peaked at $995K in Q3 2022.
  • 1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Symphony Financial's 13F filing for Q1 2023, filed 3 May 2023.