Veritable’s Occidental Petroleum OXY Stock Holding History

Veritable’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
2020 Q1	–	Sell	-5,000	Closed	-$206K	–	801
2019 Q4	$206K	Buy	+5,000	New	+$200K	﹤0.01%	781

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Veritable's OXY Position: Q3 2023 in Review

Veritable sold out of Occidental Petroleum (OXY) in Q3 2023, closing a stake of 16,665 shares — an estimated $980K sold.

Veritable first reported a position in OXY in Q2 2013 and held it in 41 quarters. The position peaked at $6.39M in Q2 2014. 1,160 funds tracked by Wall St. Rank hold OXY as of Q3 2023.

Veritable reported no remaining Occidental Petroleum position as of Q3 2023 after selling out during the quarter.
Veritable sold 16,665 Occidental Petroleum shares in Q3 2023, an estimated $980K.
Veritable first reported a position in Occidental Petroleum in Q2 2013 and held it in 41 quarters.
Veritable's Occidental Petroleum position peaked at $6.39M in Q2 2014.
1,160 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.