US Asset Management LLC’s Occidental Petroleum OXY Stock Holding History

US Asset Management LLC’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 Q2	–	Sell	-2,561	Closed	-$160K	–	201
2023 Q1	$160K	Sell	2,561 -14	-0.5%	-$870	0.16%	135
2022 Q4	$162K	Buy	+2,575	New	+$175K	0.17%	136
2022 Q2	$152K	Buy	2,584 +2,222	+614%	+$136K	0.17%	139
2022 Q1	$21K	Buy	+362	New	+$16K	0.02%	228
2021 Q4	–	Sell	-336	Closed	-$10K	–	206
2021 Q3	$10K	Buy	+336	New	+$8.97K	0.01%	242

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Asset Management LLC's OXY Position: Q2 2023 in Review

US Asset Management LLC sold out of Occidental Petroleum (OXY) in Q2 2023, closing a stake of 2,561 shares — an estimated $160K sold.

US Asset Management LLC first reported a position in OXY in Q3 2021 and held it in 5 quarters. The position peaked at $162K in Q4 2022. 1,155 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

US Asset Management LLC reported no remaining Occidental Petroleum position as of Q2 2023 after selling out during the quarter.
US Asset Management LLC sold 2,561 Occidental Petroleum shares in Q2 2023, an estimated $160K.
US Asset Management LLC first reported a position in Occidental Petroleum in Q3 2021 and held it in 5 quarters.
US Asset Management LLC's Occidental Petroleum position peaked at $162K in Q4 2022.
1,155 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on US Asset Management LLC's 13F filing for Q2 2023, filed 22 Aug 2023.