Aperture Investors’s Occidental Petroleum OXY Stock Holding History

Aperture Investors’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 Q4	–	Sell	-7,250	Closed	-$446K	–	86
2022 Q3	$446K	Buy	+7,250	New	+$464K	0.07%	80

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aperture Investors's OXY Position: Q4 2022 in Review

Aperture Investors sold out of Occidental Petroleum (OXY) in Q4 2022, closing a stake of 7,250 shares — an estimated $446K sold.

Aperture Investors first reported a position in OXY in Q3 2022 and held it in 1 quarter. The position peaked at $446K in Q3 2022. 1,161 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

Aperture Investors reported no remaining Occidental Petroleum position as of Q4 2022 after selling out during the quarter.
Aperture Investors sold 7,250 Occidental Petroleum shares in Q4 2022, an estimated $446K.
Aperture Investors first reported a position in Occidental Petroleum in Q3 2022 and held it in 1 quarter.
Aperture Investors's Occidental Petroleum position peaked at $446K in Q3 2022.
1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

Based on Aperture Investors's 13F filing for Q4 2022, filed 14 Feb 2023.