EdgeRock Capital’s Occidental Petroleum OXY Stock Holding History

EdgeRock Capital’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	-12	Closed	-$1K	–	285
2022 Q3	$1K	Buy	+12	New	+$768	﹤0.01%	354

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

EdgeRock Capital's OXY Position: Q4 2022 in Review

EdgeRock Capital sold out of Occidental Petroleum (OXY) in Q4 2022, closing a stake of 12 shares — an estimated $1K sold.

EdgeRock Capital first reported a position in OXY in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 1,161 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

EdgeRock Capital reported no remaining Occidental Petroleum position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 12 Occidental Petroleum shares in Q4 2022, an estimated $1K.
EdgeRock Capital first reported a position in Occidental Petroleum in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's Occidental Petroleum position peaked at $1K in Q3 2022.
1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.