Cordatus Wealth Management’s Occidental Petroleum OXY Stock Holding History

Cordatus Wealth 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	-17,823	Closed	-$1.09M	–	91
2022 Q3	$1.09M	Sell	17,823 -76	-0.4%	-$4.87K	1.15%	30
2022 Q2	$1.05M	Sell	17,899 -431	-2%	-$26.5K	0.49%	82
2022 Q1	$1.04M	Sell	18,330 -39,153	-68%	-$1.73M	0.37%	104
2021 Q4	$1.67M	Buy	+57,483	New	+$1.8M	0.49%	84
2019 Q2	–	Sell	-16,837	Closed	-$1.11M	–	135
2019 Q1	$1.11M	Buy	+16,837	New	+$1.11M	0.61%	55

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

Cordatus Wealth Management's OXY Position: Q4 2022 in Review

Cordatus Wealth Management sold out of Occidental Petroleum (OXY) in Q4 2022, closing a stake of 17,823 shares — an estimated $1.09M sold.

Cordatus Wealth Management first reported a position in OXY in Q1 2019 and held it in 5 quarters. The position peaked at $1.67M in Q4 2021. 1,161 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

Cordatus Wealth Management reported no remaining Occidental Petroleum position as of Q4 2022 after selling out during the quarter.
Cordatus Wealth Management sold 17,823 Occidental Petroleum shares in Q4 2022, an estimated $1.09M.
Cordatus Wealth Management first reported a position in Occidental Petroleum in Q1 2019 and held it in 5 quarters.
Cordatus Wealth Management's Occidental Petroleum position peaked at $1.67M in Q4 2021.
1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

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