WD Rutherford’s Occidental Petroleum OXY Stock Holding History

WD Rutherford’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 Q1	–	Sell	-150	Closed	-$9.45K	–	110
2022 Q4	$9.45K	Buy	150 +65	+76%	+$4.43K	0.01%	113
2022 Q3	$5K	Buy	+85	New	+$5.44K	﹤0.01%	129

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WD Rutherford's OXY Position: Q1 2023 in Review

WD Rutherford sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 150 shares — an estimated $9.45K sold.

WD Rutherford first reported a position in OXY in Q3 2022 and held it in 2 quarters. The position peaked at $9.45K in Q4 2022. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

WD Rutherford reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
WD Rutherford sold 150 Occidental Petroleum shares in Q1 2023, an estimated $9.45K.
WD Rutherford first reported a position in Occidental Petroleum in Q3 2022 and held it in 2 quarters.
WD Rutherford's Occidental Petroleum position peaked at $9.45K in Q4 2022.
1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on WD Rutherford's 13F filing for Q1 2023, filed 11 Apr 2023.