World Equity Group’s Occidental Petroleum OXY Stock Holding History

World Equity Group’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	-15,143	Closed	-$197K	–	493
2023 Q1	$197K	Buy	+15,143	New	+$941K	0.03%	464

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

World Equity Group's OXY Position: Q2 2023 in Review

World Equity Group sold out of Occidental Petroleum (OXY) in Q2 2023, closing a stake of 15,143 shares — an estimated $197K sold.

World Equity Group first reported a position in OXY in Q1 2023 and held it in 1 quarter. The position peaked at $197K in Q1 2023. 1,155 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

World Equity Group reported no remaining Occidental Petroleum position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 15,143 Occidental Petroleum shares in Q2 2023, an estimated $197K.
World Equity Group first reported a position in Occidental Petroleum in Q1 2023 and held it in 1 quarter.
World Equity Group's Occidental Petroleum position peaked at $197K in Q1 2023.
1,155 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.