Ahrens Investment Partners’s Occidental Petroleum OXY Stock Holding History

Ahrens Investment Partners’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	$142K	Sell	2,272 -5,201	-70%	-$323K	0.07%	181
2022 Q4	$471K	Sell	7,473 -2,316	-24%	-$158K	0.21%	87
2022 Q3	$602K	Sell	9,789 -1,181	-11%	-$75.6K	0.32%	64
2022 Q2	$646K	Buy	10,970 +9,159	+506%	+$563K	0.29%	73
2022 Q1	$103K	Sell	1,811 -400	-18%	-$17.7K	0.03%	264
2021 Q4	$64K	Buy	+2,211	New	+$69.4K	0.03%	368
2020 Q1	–	Sell	-10,126	Closed	-$417K	–	162
2019 Q4	$417K	Buy	+10,126	New	+$406K	0.17%	92

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

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

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

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

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

Ahrens Investment Partners's OXY Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Occidental Petroleum (OXY) stake by 70% in Q1 2023, selling an estimated $323K and leaving 2,272 shares worth $142K. The position accounts for 0.07% of the portfolio, ranked #181.

Ahrens Investment Partners first reported a position in OXY in Q4 2019 and has held it in 7 quarters since. The position peaked at $646K in Q2 2022. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

Ahrens Investment Partners held 2,272 shares of Occidental Petroleum worth $142K as of Q1 2023.
Ahrens Investment Partners sold 5,201 Occidental Petroleum shares in Q1 2023, an estimated $323K.
Occidental Petroleum made up 0.07% of Ahrens Investment Partners's portfolio in Q1 2023, its #181 holding.
Ahrens Investment Partners first reported a position in Occidental Petroleum in Q4 2019 and has held it in 7 quarters since.
Ahrens Investment Partners's Occidental Petroleum position peaked at $646K in Q2 2022.
1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.