Advisory Research’s Occidental Petroleum OXY Stock Holding History

Advisory Research’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 Q1	–	Sell	-406,812	Closed	-$11.8M	–	429
2021 Q4	$11.8M	Sell	406,812 -150,688	-27%	-$4.73M	0.93%	27
2021 Q3	$16.5M	Sell	557,500 -85,135	-13%	-$2.27M	1.06%	20
2021 Q2	$20.1M	Buy	+642,635	New	+$17.2M	1.32%	12
2014 Q2	–	Sell	-743	Closed	-$68K	–	578
2014 Q1	$68K	Sell	743 -70,636	-99%	-$6.31M	﹤0.01%	624
2013 Q4	$6.5M	Buy	71,379 +2,892	+4%	+$264K	0.07%	153
2013 Q3	$6.14M	Buy	68,487 +626	+0.9%	+$53.8K	0.07%	163
2013 Q2	$5.8M	Buy	+67,861	New	+$5.73M	0.07%	165

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisory Research's OXY Position: Q1 2022 in Review

Advisory Research sold out of Occidental Petroleum (OXY) in Q1 2022, closing a stake of 406,812 shares — an estimated $11.8M sold.

Advisory Research first reported a position in OXY in Q2 2013 and held it in 7 quarters. The position peaked at $20.1M in Q2 2021. 977 funds tracked by Wall St. Rank hold OXY as of Q1 2022.

Advisory Research reported no remaining Occidental Petroleum position as of Q1 2022 after selling out during the quarter.
Advisory Research sold 406,812 Occidental Petroleum shares in Q1 2022, an estimated $11.8M.
Advisory Research first reported a position in Occidental Petroleum in Q2 2013 and held it in 7 quarters.
Advisory Research's Occidental Petroleum position peaked at $20.1M in Q2 2021.
977 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2022.

Based on Advisory Research's 13F filing for Q1 2022, filed 16 May 2022.