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Enlightenment Research’s Occidental Petroleum OXY Stock Holding History

Enlightenment Research’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
-3,898
Closed -$240K – 61
2022
Q3 		$240K Buy
+3,898
New +$249K 0.53% 72
2022
Q2 		– Sell
-32,346
Closed -$1.83M – 161
2022
Q1 		$1.83M Buy
32,346
+25,146
+349% +$1.11M 2.44% 6
2021
Q4 		$209K Buy
+7,200
New +$226K 0.3% 110
2019
Q3 		– Sell
-36,700
Closed -$1.99M – 233
2019
Q2 		$1.99M Buy
36,700
+31,102
+556% +$1.75M 1.01% 18
2019
Q1 		$371K Buy
+5,598
New +$369K 0.72% 44

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Enlightenment Research's OXY Position: Q4 2022 in Review

Enlightenment Research sold out of Occidental Petroleum (OXY) in Q4 2022, closing a stake of 3,898 shares — an estimated $240K sold.

Enlightenment Research first reported a position in OXY in Q1 2019 and held it in 5 quarters. The position peaked at $1.99M in Q2 2019. 1,162 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

  • Enlightenment Research reported no remaining Occidental Petroleum position as of Q4 2022 after selling out during the quarter.
  • Enlightenment Research sold 3,898 Occidental Petroleum shares in Q4 2022, an estimated $240K.
  • Enlightenment Research first reported a position in Occidental Petroleum in Q1 2019 and held it in 5 quarters.
  • Enlightenment Research's Occidental Petroleum position peaked at $1.99M in Q2 2019.
  • 1,162 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.