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Zimmermann Investment Management & Planning’s Occidental Petroleum OXY Stock Holding History

Zimmermann Investment Management & Planning’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
-3,933
Closed -$248K – 118
2022
Q4 		$248K Buy
3,933
+16
+0.4% +$1.09K 0.14% 82
2022
Q3 		$241K Buy
+3,917
New +$251K 0.15% 80

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Dodge & Cox
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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

Zimmermann Investment Management & Planning's OXY Position: Q1 2023 in Review

Zimmermann Investment Management & Planning sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 3,933 shares — an estimated $248K sold.

Zimmermann Investment Management & Planning first reported a position in OXY in Q3 2022 and held it in 2 quarters. The position peaked at $248K in Q4 2022. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

  • Zimmermann Investment Management & Planning reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 3,933 Occidental Petroleum shares in Q1 2023, an estimated $248K.
  • Zimmermann Investment Management & Planning first reported a position in Occidental Petroleum in Q3 2022 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's Occidental Petroleum position peaked at $248K in Q4 2022.
  • 1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q1 2023, filed 25 Apr 2023.