Laffer Tengler Investments’s Occidental Petroleum OXY Stock Holding History

Laffer Tengler Investments’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
2024 Q3	–	Sell	-1,473	Closed	-$92.8K	–	298
2024 Q2	$92.8K	Hold	1,473	–	–	0.02%	218
2024 Q1	$95.7K	Hold	1,473	–	–	0.02%	197
2023 Q4	$88K	Hold	1,473	–	–	0.02%	187
2023 Q3	$95.6K	Hold	1,473	–	–	0.03%	180
2023 Q2	$86.6K	Hold	1,473	–	–	0.02%	257
2023 Q1	$92K	Hold	1,473	–	–	0.02%	272
2022 Q4	$92.8K	Hold	1,473	–	–	0.03%	264
2022 Q3	$90.5K	Hold	1,473	–	–	0.03%	219
2022 Q2	$86.7K	Hold	1,473	–	–	0.03%	226
2022 Q1	$83.6K	Hold	1,473	–	–	0.03%	265
2021 Q4	$42.7K	Hold	1,473	–	–	0.01%	294
2021 Q3	$43.6K	Buy	+1,473	New	+$39.3K	0.01%	359
2021 Q2	–	Sell	-1,473	Closed	-$39.2K	–	377
2021 Q1	$39.2K	Hold	1,473	–	–	0.01%	296
2020 Q4	$26.4K	Hold	1,473	–	–	0.01%	277
2020 Q3	$14.7K	Hold	1,473	–	–	0.01%	247
2020 Q2	$27K	Buy	+1,473	New	+$23.2K	0.02%	227
2016 Q2	–	Sell	-22,099	Closed	-$1.51M	–	251
2016 Q1	$1.51M	Buy	+22,099	New	+$1.48M	0.41%	118
2015 Q4	–	Hold	0	–	–	–	120
2015 Q3	–	Sell	-22,137	Closed	-$1.55M	–	124
2015 Q2	$1.72M	Buy	+22,137	New	+$1.73M	0.42%	105
2013 Q3	–	Hold	0	–	–	–	240

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HHII

H&H International Investment Palo Alto, California $19.1B AUM 27.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Laffer Tengler Investments's OXY Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Occidental Petroleum (OXY) in Q3 2024, closing a stake of 1,473 shares — an estimated $92.8K sold.

Laffer Tengler Investments first reported a position in OXY in Q2 2015 and held it in 18 quarters. The position peaked at $1.72M in Q2 2015. 1,208 funds tracked by Wall St. Rank hold OXY as of Q3 2024.

Laffer Tengler Investments reported no remaining Occidental Petroleum position as of Q3 2024 after selling out during the quarter.
Laffer Tengler Investments sold 1,473 Occidental Petroleum shares in Q3 2024, an estimated $92.8K.
Laffer Tengler Investments first reported a position in Occidental Petroleum in Q2 2015 and held it in 18 quarters.
Laffer Tengler Investments's Occidental Petroleum position peaked at $1.72M in Q2 2015.
1,208 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.