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WMG Financial Advisors’s Occidental Petroleum OXY Stock Holding History

WMG 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
2023
Q1 		– Sell
-3,428
Closed -$216K – 140
2022
Q4 		$216K Sell
3,428
-399
-10% -$27.2K 0.18% 116
2022
Q3 		$236K Buy
+3,827
New +$245K 0.21% 105

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WMG Financial Advisors's OXY Position: Q1 2023 in Review

WMG Financial Advisors sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 3,428 shares — an estimated $216K sold.

WMG Financial Advisors first reported a position in OXY in Q3 2022 and held it in 2 quarters. The position peaked at $236K in Q3 2022. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

  • WMG Financial Advisors reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
  • WMG Financial Advisors sold 3,428 Occidental Petroleum shares in Q1 2023, an estimated $216K.
  • WMG Financial Advisors first reported a position in Occidental Petroleum in Q3 2022 and held it in 2 quarters.
  • WMG Financial Advisors's Occidental Petroleum position peaked at $236K in Q3 2022.
  • 1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on WMG Financial Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.