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USA Financial Formulas’s Occidental Petroleum OXY Stock Holding History

USA Financial Formulas’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
Q3 		$1.08M Buy
17,642
+3,725
+27% +$238K 1.71% 24
2022
Q2 		$819K Sell
13,917
-4,648
-25% -$286K 1.02% 35
2022
Q1 		$1.05M Buy
+18,565
New +$821K 1.13% 22
2019
Q1 		– Sell
-4,235
Closed -$348K – 277
2018
Q4 		$348K Sell
4,235
-7,307
-63% -$514K 0.09% 193
2018
Q3 		$966K Buy
11,542
+5,552
+93% +$449K 0.24% 67
2018
Q2 		$389K Sell
5,990
-48
-0.8% -$3.83K 0.09% 193
2018
Q1 		$392K Buy
+6,038
New +$422K 0.09% 193

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USA Financial Formulas's OXY Position: Q3 2022 in Review

USA Financial Formulas increased its Occidental Petroleum (OXY) stake by 27% in Q3 2022, buying an estimated $238K and bringing the position to 17,642 shares worth $1.08M. The position accounts for 1.71% of the portfolio, ranked #24.

USA Financial Formulas first reported a position in OXY in Q1 2018 and has held it in 7 quarters since. 1,103 funds tracked by Wall St. Rank hold OXY as of Q3 2022.

  • USA Financial Formulas held 17,642 shares of Occidental Petroleum worth $1.08M as of Q3 2022.
  • USA Financial Formulas bought 3,725 Occidental Petroleum shares in Q3 2022, an estimated $238K.
  • Occidental Petroleum made up 1.71% of USA Financial Formulas's portfolio in Q3 2022, its #24 holding.
  • USA Financial Formulas first reported a position in Occidental Petroleum in Q1 2018 and has held it in 7 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2022.

Based on USA Financial Formulas's 13F filing for Q3 2022, filed 24 Oct 2022.