1IA
OXY icon

1834 Investment Advisors’s Occidental Petroleum OXY Stock Holding History

1834 Investment 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 		– Sell
-433
Closed -$25K – 373
2022
Q2 		$25K Hold
433
– – ﹤0.01% 322
2022
Q1 		$25K Hold
433
– – ﹤0.01% 298
2021
Q4 		$13K Hold
433
– – ﹤0.01% 366
2021
Q3 		$13K Hold
433
– – ﹤0.01% 377
2021
Q2 		$14K Hold
433
– – ﹤0.01% 391
2021
Q1 		$12K Hold
433
– – ﹤0.01% 370
2020
Q4 		$7K Sell
433
-202
-32% -$2.77K ﹤0.01% 396
2020
Q3 		$6K Hold
635
– – ﹤0.01% 369
2020
Q2 		$12K Sell
635
-7,073
-92% -$111K ﹤0.01% 315
2020
Q1 		$89K Sell
7,708
-18,336
-70% -$602K 0.02% 227
2019
Q4 		$1.07M Sell
26,044
-2,376
-8% -$95.2K 0.16% 91
2019
Q3 		$1.26M Sell
28,420
-81,042
-74% -$3.83M 0.18% 86
2019
Q2 		$5.5M Buy
109,462
+44,867
+69% +$2.52M 0.83% 44
2019
Q1 		$4.28M Buy
64,595
+17,187
+36% +$1.13M 0.65% 55
2018
Q4 		$2.91M Sell
47,408
-21,467
-31% -$1.51M 0.49% 63
2018
Q3 		$5.66M Buy
68,875
+67,390
+4,538% +$5.45M 0.83% 51
2018
Q2 		$124K Buy
1,485
+29
+2% +$2.32K 0.02% 209
2018
Q1 		$95K Hold
1,456
– – 0.02% 225
2017
Q4 		$107K Buy
+1,456
New +$98.8K 0.02% 230

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

1834 Investment Advisors's OXY Position: Q3 2022 in Review

1834 Investment Advisors sold out of Occidental Petroleum (OXY) in Q3 2022, closing a stake of 433 shares — an estimated $25K sold.

1834 Investment Advisors first reported a position in OXY in Q4 2017 and held it in 19 quarters. The position peaked at $5.66M in Q3 2018. 1,104 funds tracked by Wall St. Rank hold OXY as of Q3 2022.

  • 1834 Investment Advisors reported no remaining Occidental Petroleum position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 433 Occidental Petroleum shares in Q3 2022, an estimated $25K.
  • 1834 Investment Advisors first reported a position in Occidental Petroleum in Q4 2017 and held it in 19 quarters.
  • 1834 Investment Advisors's Occidental Petroleum position peaked at $5.66M in Q3 2018.
  • 1,104 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.