Wagner Wealth Management (South Carolina)’s Occidental Petroleum OXY Stock Holding History

Wagner Wealth Management (South Carolina)’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	-357	Closed	-$22K	–	570
2022 Q3	$22K	Buy	357 +210	+143%	+$13.4K	0.02%	302
2022 Q2	$9K	Buy	+147	New	+$9.03K	0.01%	459
2022 Q1	–	Sell	-197	Closed	-$6K	–	525
2021 Q4	$6K	Buy	197 +117	+146%	+$3.67K	﹤0.01%	549
2021 Q3	$3K	Hold	80	–	–	﹤0.01%	586
2021 Q2	$3K	Buy	+80	New	+$2.15K	﹤0.01%	621
2018 Q3	$4K	Hold	46	–	–	﹤0.01%	506
2018 Q2	$4K	Sell	46 -70	-60%	-$5.59K	﹤0.01%	478
2018 Q1	$8K	Buy	+116	New	+$8.11K	0.01%	390

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s OXY Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Occidental Petroleum (OXY) in Q4 2022, closing a stake of 357 shares — an estimated $22K sold.

Wagner Wealth Management (South Carolina) first reported a position in OXY in Q1 2018 and held it in 8 quarters. The position peaked at $22K in Q3 2022. 1,161 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Occidental Petroleum position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 357 Occidental Petroleum shares in Q4 2022, an estimated $22K.
Wagner Wealth Management (South Carolina) first reported a position in Occidental Petroleum in Q1 2018 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s Occidental Petroleum position peaked at $22K in Q3 2022.
1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.