Coastal Bridge Advisors’s Occidental Petroleum OXY Stock Holding History

Coastal Bridge Advisors’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	-4,466	Closed	-$274K	–	189
2022 Q3	$274K	Sell	4,466 -297	-6%	-$19K	0.07%	126
2022 Q2	$280K	Buy	4,763 +403	+9%	+$24.8K	0.09%	116
2022 Q1	$247K	Buy	+4,360	New	+$193K	0.06%	131

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

Coastal Bridge Advisors's OXY Position: Q4 2022 in Review

Coastal Bridge Advisors sold out of Occidental Petroleum (OXY) in Q4 2022, closing a stake of 4,466 shares — an estimated $274K sold.

Coastal Bridge Advisors first reported a position in OXY in Q1 2022 and held it in 3 quarters. The position peaked at $280K in Q2 2022. 1,161 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

Coastal Bridge Advisors reported no remaining Occidental Petroleum position as of Q4 2022 after selling out during the quarter.
Coastal Bridge Advisors sold 4,466 Occidental Petroleum shares in Q4 2022, an estimated $274K.
Coastal Bridge Advisors first reported a position in Occidental Petroleum in Q1 2022 and held it in 3 quarters.
Coastal Bridge Advisors's Occidental Petroleum position peaked at $280K in Q2 2022.
1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

Based on Coastal Bridge Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.