Vanguard Capital Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Vanguard Capital Wealth 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
2023 Q2	–	Sell	-4,445	Closed	-$278K	–	145
2023 Q1	$278K	Sell	4,445 -1,319	-23%	-$81.9K	0.28%	80
2022 Q4	$363K	Buy	+5,764	New	+$393K	0.42%	60
2018 Q4	–	Sell	-5,143	Closed	-$422K	–	130
2018 Q3	$422K	Buy	+5,143	New	+$416K	0.48%	61

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

Vanguard Capital Wealth Advisors's OXY Position: Q2 2023 in Review

Vanguard Capital Wealth Advisors sold out of Occidental Petroleum (OXY) in Q2 2023, closing a stake of 4,445 shares — an estimated $278K sold.

Vanguard Capital Wealth Advisors first reported a position in OXY in Q3 2018 and held it in 3 quarters. The position peaked at $422K in Q3 2018. 1,155 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

Vanguard Capital Wealth Advisors reported no remaining Occidental Petroleum position as of Q2 2023 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 4,445 Occidental Petroleum shares in Q2 2023, an estimated $278K.
Vanguard Capital Wealth Advisors first reported a position in Occidental Petroleum in Q3 2018 and held it in 3 quarters.
Vanguard Capital Wealth Advisors's Occidental Petroleum position peaked at $422K in Q3 2018.
1,155 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.