Claraphi Advisory Network’s Occidental Petroleum OXY Stock Holding History

Claraphi Advisory Network’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	-11,042	Closed	-$679K	–	203
2022 Q3	$679K	Sell	11,042 -9,699	-47%	-$621K	0.37%	65
2022 Q2	$1.22M	Buy	20,741 +1,170	+6%	+$71.9K	0.43%	53
2022 Q1	$1.11M	Buy	+19,571	New	+$865K	0.32%	62
2021 Q3	–	Sell	-7,784	Closed	-$243K	–	345
2021 Q2	$243K	Buy	+7,784	New	+$209K	0.07%	278
2021 Q1	–	Sell	-49,423	Closed	-$856K	–	331
2020 Q4	$856K	Buy	+49,423	New	+$678K	0.23%	87
2020 Q3	–	Sell	-39,402	Closed	-$721K	–	292
2020 Q2	$721K	Buy	39,402 +33,131	+528%	+$522K	0.31%	63
2020 Q1	$73K	Buy	6,271 +448	+8%	+$14.7K	0.03%	406
2019 Q4	$240K	Buy	+5,823	New	+$233K	0.15%	158

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

Claraphi Advisory Network's OXY Position: Q4 2022 in Review

Claraphi Advisory Network sold out of Occidental Petroleum (OXY) in Q4 2022, closing a stake of 11,042 shares — an estimated $679K sold.

Claraphi Advisory Network first reported a position in OXY in Q4 2019 and held it in 8 quarters. The position peaked at $1.22M in Q2 2022. 1,161 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

Claraphi Advisory Network reported no remaining Occidental Petroleum position as of Q4 2022 after selling out during the quarter.
Claraphi Advisory Network sold 11,042 Occidental Petroleum shares in Q4 2022, an estimated $679K.
Claraphi Advisory Network first reported a position in Occidental Petroleum in Q4 2019 and held it in 8 quarters.
Claraphi Advisory Network's Occidental Petroleum position peaked at $1.22M in Q2 2022.
1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.