B. Riley Wealth Management’s Occidental Petroleum OXY Stock Holding History

B. Riley Wealth Management’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 Q2	$214K	Buy	+3,641	New	+$224K	0.02%	542
2015 Q3	–	Sell	-1,254	Closed	-$97K	–	570
2015 Q2	$97K	Buy	1,254 +3	+0.2%	+$234	0.08%	281
2015 Q1	$91K	Buy	1,251 +3	+0.2%	+$232	0.07%	300
2014 Q4	$100K	Sell	1,248 -50	-4%	-$4.15K	0.08%	269
2014 Q3	$119K	Buy	1,298 +3	+0.2%	+$288	0.09%	267
2014 Q2	$127K	Buy	1,295 +211	+19%	+$19.8K	0.08%	298
2014 Q1	$99K	Buy	+1,084	New	+$96.9K	0.07%	316

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

B. Riley Wealth Management's OXY Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Occidental Petroleum (OXY) in Q2 2022: 3,641 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #542 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in OXY as recently as Q2 2015.

B. Riley Wealth Management first reported a position in OXY in Q1 2014 and has held it in 7 quarters since. 1,052 funds tracked by Wall St. Rank hold OXY as of Q2 2022.

B. Riley Wealth Management held 3,641 shares of Occidental Petroleum worth $214K as of Q2 2022.
Occidental Petroleum was a new B. Riley Wealth Management position in Q2 2022.
Occidental Petroleum made up 0.02% of B. Riley Wealth Management's portfolio in Q2 2022, its #542 holding.
B. Riley Wealth Management first reported a position in Occidental Petroleum in Q1 2014 and has held it in 7 quarters since.
1,052 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.