Retireful LLC’s Occidental Petroleum OXY Stock Holding History

Retireful LLC’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
2023 Q4	–	Sell	-35,445	Closed	-$2.3M	–	121
2023 Q3	$2.3M	Buy	+35,445	New	+$2.23M	1.1%	23

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Retireful LLC's OXY Position: Q4 2023 in Review

Retireful LLC sold out of Occidental Petroleum (OXY) in Q4 2023, closing a stake of 35,445 shares — an estimated $2.3M sold.

Retireful LLC first reported a position in OXY in Q3 2023 and held it in 1 quarter. The position peaked at $2.3M in Q3 2023. 1,219 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

Retireful LLC reported no remaining Occidental Petroleum position as of Q4 2023 after selling out during the quarter.
Retireful LLC sold 35,445 Occidental Petroleum shares in Q4 2023, an estimated $2.3M.
Retireful LLC first reported a position in Occidental Petroleum in Q3 2023 and held it in 1 quarter.
Retireful LLC's Occidental Petroleum position peaked at $2.3M in Q3 2023.
1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on Retireful LLC's 13F filing for Q4 2023, filed 25 Jan 2024.