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Aspen Investment Management’s Occidental Petroleum OXY Stock Holding History

Aspen Investment 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
2022
Q4 		– Sell
-9,048
Closed -$556K – 128
2022
Q3 		$556K Buy
9,048
+975
+12% +$62.4K 0.37% 85
2022
Q2 		$475K Buy
+8,073
New +$496K 0.3% 97

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspen Investment Management's OXY Position: Q4 2022 in Review

Aspen Investment Management sold out of Occidental Petroleum (OXY) in Q4 2022, closing a stake of 9,048 shares — an estimated $556K sold.

Aspen Investment Management first reported a position in OXY in Q2 2022 and held it in 2 quarters. The position peaked at $556K in Q3 2022. 1,161 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

  • Aspen Investment Management reported no remaining Occidental Petroleum position as of Q4 2022 after selling out during the quarter.
  • Aspen Investment Management sold 9,048 Occidental Petroleum shares in Q4 2022, an estimated $556K.
  • Aspen Investment Management first reported a position in Occidental Petroleum in Q2 2022 and held it in 2 quarters.
  • Aspen Investment Management's Occidental Petroleum position peaked at $556K in Q3 2022.
  • 1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

Based on Aspen Investment Management's 13F filing for Q4 2022, filed 6 Feb 2023.