Verdad Advisers’s Occidental Petroleum OXY Stock Holding History

Verdad Advisers’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	-7,000	Closed	-$454K	–	58
2023 Q3	$454K	Sell	7,000 -10,500	-60%	-$661K	0.69%	37
2023 Q2	$1.03M	Sell	17,500 -2,500	-13%	-$150K	1.61%	25
2023 Q1	$1.25M	Buy	20,000 +5,000	+33%	+$311K	2.51%	18
2022 Q4	$945K	Sell	15,000 -27,500	-65%	-$1.87M	0.95%	25
2022 Q3	$2.61M	Sell	42,500 -2,500	-6%	-$160K	3.8%	7
2022 Q2	$2.65M	Buy	+45,000	New	+$2.76M	2.5%	9

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

Verdad Advisers's OXY Position: Q4 2023 in Review

Verdad Advisers sold out of Occidental Petroleum (OXY) in Q4 2023, closing a stake of 7,000 shares — an estimated $454K sold.

Verdad Advisers first reported a position in OXY in Q2 2022 and held it in 6 quarters. The position peaked at $2.65M in Q2 2022. 1,219 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

Verdad Advisers reported no remaining Occidental Petroleum position as of Q4 2023 after selling out during the quarter.
Verdad Advisers sold 7,000 Occidental Petroleum shares in Q4 2023, an estimated $454K.
Verdad Advisers first reported a position in Occidental Petroleum in Q2 2022 and held it in 6 quarters.
Verdad Advisers's Occidental Petroleum position peaked at $2.65M in Q2 2022.
1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on Verdad Advisers's 13F filing for Q4 2023, filed 9 Feb 2024.