Tiedemann Advisors’s Occidental Petroleum OXY Stock Holding History

Tiedemann Advisors’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 Q1	–	Sell	-3,446	Closed	-$218K	–	263
2022 Q4	$218K	Hold	3,446	–	–	0.01%	220
2022 Q3	$212K	Hold	3,446	–	–	0.01%	213
2022 Q2	$203K	Buy	+3,446	New	+$212K	0.02%	216
2019 Q4	–	Sell	-25,849	Closed	-$1.17M	–	318
2019 Q3	$1.17M	Buy	25,849 +19,808	+328%	+$936K	0.06%	160
2019 Q2	$310K	Sell	6,041 -1,992	-25%	-$112K	0.02%	237
2019 Q1	$537K	Sell	8,033 -9,133	-53%	-$602K	0.03%	291
2018 Q4	$1.07M	Buy	17,166 +4,017	+31%	+$282K	0.05%	199
2018 Q3	$1.09M	Buy	13,149 +3,517	+37%	+$284K	0.06%	160
2018 Q2	$814K	Buy	9,632 +2,348	+32%	+$188K	0.05%	187
2018 Q1	$479K	Buy	+7,284	New	+$509K	0.03%	199
2017 Q3	–	Sell	-17,469	Closed	-$1.05M	–	435
2017 Q2	$1.05M	Buy	17,469 +1,294	+8%	+$79.2K	0.08%	213
2017 Q1	$1.02M	Buy	16,175 +4,131	+34%	+$275K	0.09%	185
2016 Q4	$858K	Buy	12,044 +2,840	+31%	+$202K	0.09%	168
2016 Q3	$685K	Buy	+9,204	New	+$689K	0.14%	79

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Tiedemann Advisors's OXY Position: Q1 2023 in Review

Tiedemann Advisors sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 3,446 shares — an estimated $218K sold.

Tiedemann Advisors first reported a position in OXY in Q3 2016 and held it in 14 quarters. The position peaked at $1.17M in Q3 2019. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

Tiedemann Advisors reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
Tiedemann Advisors sold 3,446 Occidental Petroleum shares in Q1 2023, an estimated $218K.
Tiedemann Advisors first reported a position in Occidental Petroleum in Q3 2016 and held it in 14 quarters.
Tiedemann Advisors's Occidental Petroleum position peaked at $1.17M in Q3 2019.
1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Tiedemann Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.