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Trust Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Trust Investment 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
2022
Q3 		– Sell
-4,236
Closed -$249K – 98
2022
Q2 		$249K Buy
4,236
+528
+14% +$32.4K 0.24% 80
2022
Q1 		$210K Buy
+3,708
New +$164K 0.17% 86
2020
Q1 		– Sell
-7,000
Closed -$288K – 76
2019
Q4 		$288K Sell
7,000
-4,350
-38% -$174K 0.36% 71
2019
Q3 		$505K Sell
11,350
-225
-2% -$10.6K 0.65% 63
2019
Q2 		$582K Sell
11,575
-1,400
-11% -$78.8K 0.73% 56
2019
Q1 		$859K Buy
+12,975
New +$855K 1.01% 47

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trust Investment Advisors's OXY Position: Q3 2022 in Review

Trust Investment Advisors sold out of Occidental Petroleum (OXY) in Q3 2022, closing a stake of 4,236 shares — an estimated $249K sold.

Trust Investment Advisors first reported a position in OXY in Q1 2019 and held it in 6 quarters. The position peaked at $859K in Q1 2019. 1,103 funds tracked by Wall St. Rank hold OXY as of Q3 2022.

  • Trust Investment Advisors reported no remaining Occidental Petroleum position as of Q3 2022 after selling out during the quarter.
  • Trust Investment Advisors sold 4,236 Occidental Petroleum shares in Q3 2022, an estimated $249K.
  • Trust Investment Advisors first reported a position in Occidental Petroleum in Q1 2019 and held it in 6 quarters.
  • Trust Investment Advisors's Occidental Petroleum position peaked at $859K in Q1 2019.
  • 1,103 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2022.

Based on Trust Investment Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.