Winning Points Advisors’s Occidental Petroleum OXY Stock Holding History

Winning Points 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	-8,400	Closed	-$525K	–	43
2023 Q1	$525K	Hold	8,400	–	–	0.58%	28
2022 Q4	$529K	Sell	8,400 -100	-1%	-$6.81K	0.67%	27
2022 Q3	$521K	Sell	8,500 -6,000	-41%	-$384K	0.64%	29
2022 Q2	$855K	Sell	14,500 -5,000	-26%	-$307K	0.94%	24
2022 Q1	$1.11M	Buy	+19,500	New	+$862K	0.86%	27
2021 Q4	–	Sell	-29,500	Closed	-$873K	–	76
2021 Q3	$873K	Sell	29,500 -3,500	-11%	-$93.4K	0.64%	31
2021 Q2	$971K	Hold	33,000	–	–	0.73%	31
2021 Q1	$827K	Hold	33,000	–	–	0.62%	34
2020 Q4	$534K	Hold	33,000	–	–	0.43%	38
2020 Q3	$305K	Buy	33,000 +3,500	+12%	+$49.4K	0.26%	45
2020 Q2	$538K	Hold	29,500	–	–	0.51%	36
2020 Q1	$339K	Buy	29,500 +2,000	+7%	+$65.7K	0.33%	44
2019 Q4	$1.13M	Buy	27,500 +19,500	+244%	+$781K	0.72%	34
2019 Q3	$361K	Buy	+8,000	New	+$378K	0.26%	52

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 $609B AUM 40.19% 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

Winning Points Advisors's OXY Position: Q2 2023 in Review

Winning Points Advisors sold out of Occidental Petroleum (OXY) in Q2 2023, closing a stake of 8,400 shares — an estimated $525K sold.

Winning Points Advisors first reported a position in OXY in Q3 2019 and held it in 14 quarters. The position peaked at $1.13M in Q4 2019. 1,156 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

Winning Points Advisors reported no remaining Occidental Petroleum position as of Q2 2023 after selling out during the quarter.
Winning Points Advisors sold 8,400 Occidental Petroleum shares in Q2 2023, an estimated $525K.
Winning Points Advisors first reported a position in Occidental Petroleum in Q3 2019 and held it in 14 quarters.
Winning Points Advisors's Occidental Petroleum position peaked at $1.13M in Q4 2019.
1,156 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on Winning Points Advisors's 13F filing for Q2 2023, filed 14 Nov 2024.