US Financial Advisors’s Occidental Petroleum OXY Stock Holding History

US Financial Advisors’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 Q4	–	Sell	-3,340	Closed	-$205K	–	84
2022 Q3	$205K	Buy	+3,340	New	+$214K	0.11%	61
2022 Q2	–	Sell	-6,667	Closed	-$378K	–	73
2022 Q1	$378K	Buy	+6,667	New	+$295K	0.18%	43
2021 Q3	–	Sell	-6,667	Closed	-$208K	–	73
2021 Q2	$208K	Buy	+6,667	New	+$179K	0.1%	73
2016 Q1	–	Sell	-284	Closed	-$19K	–	572
2015 Q4	$19K	Buy	+284	New	+$20.4K	0.02%	249
2015 Q2	–	Sell	-284	Closed	-$22.2K	–	557
2015 Q1	$21K	Hold	284	–	–	0.02%	182
2014 Q4	$23K	Buy	+284	New	+$23.6K	0.02%	174

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

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

US Financial Advisors's OXY Position: Q4 2022 in Review

US Financial Advisors sold out of Occidental Petroleum (OXY) in Q4 2022, closing a stake of 3,340 shares — an estimated $205K sold.

US Financial Advisors first reported a position in OXY in Q4 2014 and held it in 6 quarters. The position peaked at $378K in Q1 2022. 1,162 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

US Financial Advisors reported no remaining Occidental Petroleum position as of Q4 2022 after selling out during the quarter.
US Financial Advisors sold 3,340 Occidental Petroleum shares in Q4 2022, an estimated $205K.
US Financial Advisors first reported a position in Occidental Petroleum in Q4 2014 and held it in 6 quarters.
US Financial Advisors's Occidental Petroleum position peaked at $378K in Q1 2022.
1,162 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

Based on US Financial Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.