Western Financial Corp’s Occidental Petroleum OXY Stock Holding History

Western Financial Corp’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	-12,452	Closed	-$777K	–	116
2023 Q1	$777K	Buy	12,452 +891	+8%	+$55.4K	0.55%	42
2022 Q4	$728K	Buy	11,561 +168	+1%	+$11.4K	0.47%	51
2022 Q3	$700K	Buy	11,393 +779	+7%	+$49.9K	0.49%	43
2022 Q2	$625K	Buy	+10,614	New	+$652K	0.44%	46

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

Western Financial Corp's OXY Position: Q2 2023 in Review

Western Financial Corp sold out of Occidental Petroleum (OXY) in Q2 2023, closing a stake of 12,452 shares — an estimated $777K sold.

Western Financial Corp first reported a position in OXY in Q2 2022 and held it in 4 quarters. The position peaked at $777K in Q1 2023. 1,155 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

Western Financial Corp reported no remaining Occidental Petroleum position as of Q2 2023 after selling out during the quarter.
Western Financial Corp sold 12,452 Occidental Petroleum shares in Q2 2023, an estimated $777K.
Western Financial Corp first reported a position in Occidental Petroleum in Q2 2022 and held it in 4 quarters.
Western Financial Corp's Occidental Petroleum position peaked at $777K in Q1 2023.
1,155 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on Western Financial Corp's 13F filing for Q2 2023, filed 27 Jul 2023.