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Wipfli Financial Advisors’s Occidental Petroleum OXY Stock Holding History

Wipfli Financial 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
2022
Q3 		$352K Buy
+5,712
New +$366K 0.02% 293

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Vanguard Group
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State Street
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's OXY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Occidental Petroleum (OXY) in Q3 2022: 5,712 shares worth $352K. The stake represents 0.02% of the portfolio and ranks #293 among its holdings.

1,103 funds tracked by Wall St. Rank hold OXY as of Q3 2022.

  • Wipfli Financial Advisors held 5,712 shares of Occidental Petroleum worth $352K as of Q3 2022.
  • Occidental Petroleum was a new Wipfli Financial Advisors position in Q3 2022.
  • Occidental Petroleum made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #293 holding.
  • 1,103 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.