Tilia Fiduciary Partners’s Occidental Petroleum OXY Stock Holding History

Tilia Fiduciary Partners’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 Q3	–	Sell	-700	Closed	-$41.2K	–	356
2023 Q2	$41.2K	Hold	700	–	–	0.04%	237
2023 Q1	$43.7K	Hold	700	–	–	0.04%	223
2022 Q4	$44.1K	Hold	700	–	–	0.04%	213
2022 Q3	$45K	Hold	700	–	–	0.05%	208
2022 Q2	$40K	Buy	+700	New	+$43K	0.04%	227
2022 Q1	–	Sell	-517	Closed	-$15K	–	555
2021 Q4	$15K	Buy	+517	New	+$16.2K	0.01%	379

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 $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Tilia Fiduciary Partners's OXY Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Occidental Petroleum (OXY) in Q3 2023, closing a stake of 700 shares — an estimated $41.2K sold.

Tilia Fiduciary Partners first reported a position in OXY in Q4 2021 and held it in 6 quarters. The position peaked at $45K in Q3 2022. 1,161 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Occidental Petroleum position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 700 Occidental Petroleum shares in Q3 2023, an estimated $41.2K.
Tilia Fiduciary Partners first reported a position in Occidental Petroleum in Q4 2021 and held it in 6 quarters.
Tilia Fiduciary Partners's Occidental Petroleum position peaked at $45K in Q3 2022.
1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.