Cladis Investment Advisory’s Occidental Petroleum OXY Stock Holding History

Cladis Investment Advisory’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
2024 Q2	–	Sell	-3,134	Closed	-$204K	–	143
2024 Q1	$204K	Sell	3,134 -266	-8%	-$15.9K	0.15%	134
2023 Q4	$203K	Hold	3,400	–	–	0.16%	130
2023 Q3	$221K	Hold	3,400	–	–	0.19%	113
2023 Q2	$200K	Hold	3,400	–	–	0.17%	127
2023 Q1	$212K	Hold	3,400	–	–	0.19%	122
2022 Q4	$214K	Hold	3,400	–	–	0.21%	117
2022 Q3	$230K	Sell	3,400 -500	-13%	-$32K	0.25%	108
2022 Q2	$230K	Sell	3,900 -700	-15%	-$43K	0.23%	112
2022 Q1	$261K	Buy	+4,600	New	+$203K	0.21%	122

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Cladis Investment Advisory's OXY Position: Q2 2024 in Review

Cladis Investment Advisory sold out of Occidental Petroleum (OXY) in Q2 2024, closing a stake of 3,134 shares — an estimated $204K sold.

Cladis Investment Advisory first reported a position in OXY in Q1 2022 and held it in 9 quarters. The position peaked at $261K in Q1 2022. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

Cladis Investment Advisory reported no remaining Occidental Petroleum position as of Q2 2024 after selling out during the quarter.
Cladis Investment Advisory sold 3,134 Occidental Petroleum shares in Q2 2024, an estimated $204K.
Cladis Investment Advisory first reported a position in Occidental Petroleum in Q1 2022 and held it in 9 quarters.
Cladis Investment Advisory's Occidental Petroleum position peaked at $261K in Q1 2022.
1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on Cladis Investment Advisory's 13F filing for Q2 2024, filed 14 Aug 2024.