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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 		– Sell
-500
Closed -$4.65K – 1019
2022
Q4 		$4.65K Buy
+500
New +$34.1K ﹤0.01% 177

Other funds holding OXY

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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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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. 1,168 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.
  • 1,168 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.