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Appian Way Asset Management’s Occidental Petroleum OXY Stock Holding History

Appian Way Asset Management’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
2021
Q3 		– Sell
-46,186
Closed -$1.44M – 57
2021
Q2 		$1.44M Buy
+46,186
New +$1.24M 0.96% 27

Other funds holding OXY

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Appian Way Asset Management's OXY Position: Q3 2021 in Review

Appian Way Asset Management sold out of Occidental Petroleum (OXY) in Q3 2021, closing a stake of 46,186 shares — an estimated $1.44M sold.

Appian Way Asset Management first reported a position in OXY in Q2 2021 and held it in 1 quarter. The position peaked at $1.44M in Q2 2021. 757 funds tracked by Wall St. Rank hold OXY as of Q3 2021.

  • Appian Way Asset Management reported no remaining Occidental Petroleum position as of Q3 2021 after selling out during the quarter.
  • Appian Way Asset Management sold 46,186 Occidental Petroleum shares in Q3 2021, an estimated $1.44M.
  • Appian Way Asset Management first reported a position in Occidental Petroleum in Q2 2021 and held it in 1 quarter.
  • Appian Way Asset Management's Occidental Petroleum position peaked at $1.44M in Q2 2021.
  • 757 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2021.

Based on Appian Way Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.