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Aldebaran Financial’s Occidental Petroleum OXY Stock Holding History

Aldebaran Financial’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
-5,363
Closed -$338K – 81
2022
Q4 		$338K Sell
5,363
-850
-14% -$57.9K 0.36% 61
2022
Q3 		$398K Buy
6,213
+1,940
+45% +$124K 0.44% 58
2022
Q2 		$246K Buy
+4,273
New +$262K 0.26% 68
2015
Q1 		– Sell
-4,948
Closed -$398K – 113
2014
Q4 		$398K Sell
4,948
-4,018
-45% -$333K 0.35% 80
2014
Q3 		$826K Sell
8,966
-1,070
-11% -$103K 0.74% 47
2014
Q2 		$987K Buy
10,036
+616
+7% +$57.9K 0.78% 46
2014
Q1 		$860K Buy
9,420
+1,226
+15% +$110K 0.75% 50
2013
Q4 		$747K Buy
+8,194
New +$748K 0.71% 49

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
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

Aldebaran Financial's OXY Position: Q1 2023 in Review

Aldebaran Financial sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 5,363 shares — an estimated $338K sold.

Aldebaran Financial first reported a position in OXY in Q4 2013 and held it in 8 quarters. The position peaked at $987K in Q2 2014. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

  • Aldebaran Financial reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
  • Aldebaran Financial sold 5,363 Occidental Petroleum shares in Q1 2023, an estimated $338K.
  • Aldebaran Financial first reported a position in Occidental Petroleum in Q4 2013 and held it in 8 quarters.
  • Aldebaran Financial's Occidental Petroleum position peaked at $987K in Q2 2014.
  • 1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Aldebaran Financial's 13F filing for Q1 2023, filed 24 Apr 2023.