Valmark Advisers’s Occidental Petroleum OXY Stock Holding History

Valmark Advisers’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	-3,818	Closed	-$238K	–	489
2023 Q1	$238K	Buy	3,818 +101	+3%	+$6.28K	0.01%	430
2022 Q4	$234K	Buy	+3,717	New	+$253K	0.01%	405

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

Valmark Advisers's OXY Position: Q2 2023 in Review

Valmark Advisers sold out of Occidental Petroleum (OXY) in Q2 2023, closing a stake of 3,818 shares — an estimated $238K sold.

Valmark Advisers first reported a position in OXY in Q4 2022 and held it in 2 quarters. The position peaked at $238K in Q1 2023. 1,155 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

Valmark Advisers reported no remaining Occidental Petroleum position as of Q2 2023 after selling out during the quarter.
Valmark Advisers sold 3,818 Occidental Petroleum shares in Q2 2023, an estimated $238K.
Valmark Advisers first reported a position in Occidental Petroleum in Q4 2022 and held it in 2 quarters.
Valmark Advisers's Occidental Petroleum position peaked at $238K in Q1 2023.
1,155 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on Valmark Advisers's 13F filing for Q2 2023, filed 3 Aug 2023.