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Tilt Investment Management Holdings’s Occidental Petroleum OXY Stock Holding History

Tilt Investment Management Holdings’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
Q2 		– Sell
-3,836
Closed -$230K – 157
2023
Q1 		$230K Buy
3,836
+493
+15% +$30.6K 0.17% 135
2022
Q4 		$211K Buy
+3,343
New +$228K 0.18% 131

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tilt Investment Management Holdings's OXY Position: Q2 2023 in Review

Tilt Investment Management Holdings sold out of Occidental Petroleum (OXY) in Q2 2023, closing a stake of 3,836 shares — an estimated $230K sold.

Tilt Investment Management Holdings first reported a position in OXY in Q4 2022 and held it in 2 quarters. The position peaked at $230K in Q1 2023. 1,156 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

  • Tilt Investment Management Holdings reported no remaining Occidental Petroleum position as of Q2 2023 after selling out during the quarter.
  • Tilt Investment Management Holdings sold 3,836 Occidental Petroleum shares in Q2 2023, an estimated $230K.
  • Tilt Investment Management Holdings first reported a position in Occidental Petroleum in Q4 2022 and held it in 2 quarters.
  • Tilt Investment Management Holdings's Occidental Petroleum position peaked at $230K in Q1 2023.
  • 1,156 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q2 2023, filed 18 Jul 2023.