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SYSTM Wealth Solutions’s Occidental Petroleum OXY Stock Holding History

SYSTM Wealth Solutions’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
-12,074
Closed -$761K – 511
2022
Q4 		$761K Buy
+12,074
New +$822K 0.09% 266

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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

SYSTM Wealth Solutions's OXY Position: Q1 2023 in Review

SYSTM Wealth Solutions sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 12,074 shares — an estimated $761K sold.

SYSTM Wealth Solutions first reported a position in OXY in Q4 2022 and held it in 1 quarter. The position peaked at $761K in Q4 2022. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

  • SYSTM Wealth Solutions reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 12,074 Occidental Petroleum shares in Q1 2023, an estimated $761K.
  • SYSTM Wealth Solutions first reported a position in Occidental Petroleum in Q4 2022 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Occidental Petroleum position peaked at $761K in Q4 2022.
  • 1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2023, filed 12 May 2023.