Western Wealth Management’s Occidental Petroleum OXY Stock Holding History

Western Wealth Management’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	-4,053	Closed	-$255K	–	660
2022 Q4	$255K	Sell	4,053 -6,195	-60%	-$422K	0.03%	509
2022 Q3	$629K	Buy	10,248 +400	+4%	+$25.6K	0.04%	412
2022 Q2	$579K	Buy	9,848 +3,125	+46%	+$192K	0.03%	436
2022 Q1	$381K	Buy	+6,723	New	+$297K	0.02%	605
2019 Q3	–	Sell	-5,262	Closed	-$266K	–	415
2019 Q2	$266K	Buy	5,262 +843	+19%	+$47.4K	0.03%	331
2019 Q1	$296K	Buy	4,419 +580	+15%	+$38.2K	0.07%	291
2018 Q4	$235K	Buy	+3,839	New	+$270K	0.06%	293

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

Western Wealth Management's OXY Position: Q1 2023 in Review

Western Wealth Management sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 4,053 shares — an estimated $255K sold.

Western Wealth Management first reported a position in OXY in Q4 2018 and held it in 7 quarters. The position peaked at $629K in Q3 2022. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

Western Wealth Management reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
Western Wealth Management sold 4,053 Occidental Petroleum shares in Q1 2023, an estimated $255K.
Western Wealth Management first reported a position in Occidental Petroleum in Q4 2018 and held it in 7 quarters.
Western Wealth Management's Occidental Petroleum position peaked at $629K in Q3 2022.
1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Western Wealth Management's 13F filing for Q1 2023, filed 30 Aug 2023.