Barber Financial Group’s Occidental Petroleum OXY Stock Holding History

Barber Financial Group’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 Q1	$400K	Sell	6,414 -38	-0.6%	-$2.36K	0.07%	87
2022 Q4	$406K	Buy	6,452 +339	+6%	+$23.1K	0.11%	82
2022 Q3	$376K	Buy	6,113 +674	+12%	+$43.1K	0.11%	83
2022 Q2	$320K	Buy	5,439 +25	+0.5%	+$1.54K	0.05%	102
2022 Q1	$307K	Buy	+5,414	New	+$239K	0.04%	113
2020 Q1	–	Sell	-5,414	Closed	-$223K	–	146
2019 Q4	$223K	Hold	5,414	–	–	0.05%	137
2019 Q3	$241K	Buy	5,414 +14	+0.3%	+$662	0.05%	122
2019 Q2	$272K	Buy	5,400 +50	+0.9%	+$2.81K	0.06%	112
2019 Q1	$354K	Hold	5,350	–	–	0.07%	95
2018 Q4	$328K	Hold	5,350	–	–	0.07%	97
2018 Q3	$440K	Hold	5,350	–	–	0.11%	80
2018 Q2	$448K	Hold	5,350	–	–	0.13%	80
2018 Q1	$348K	Hold	5,350	–	–	0.09%	92
2017 Q4	$394K	Sell	5,350 -147	-3%	-$9.98K	0.1%	79
2017 Q3	$353K	Buy	5,497 +147	+3%	+$8.95K	0.1%	71
2017 Q2	$320K	Hold	5,350	–	–	0.1%	61
2017 Q1	$339K	Sell	5,350 -163	-3%	-$10.8K	0.12%	61
2016 Q4	$393K	Buy	+5,513	New	+$392K	0.14%	57

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barber Financial Group's OXY Position: Q1 2023 in Review

Barber Financial Group reduced its Occidental Petroleum (OXY) stake by 0.59% in Q1 2023, selling an estimated $2.36K and leaving 6,414 shares worth $400K. The position accounts for 0.07% of the portfolio, ranked #87.

Barber Financial Group first reported a position in OXY in Q4 2016 and has held it in 18 quarters since. The position peaked at $448K in Q2 2018. 1,167 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

Barber Financial Group held 6,414 shares of Occidental Petroleum worth $400K as of Q1 2023.
Barber Financial Group sold 38 Occidental Petroleum shares in Q1 2023, an estimated $2.36K.
Occidental Petroleum made up 0.07% of Barber Financial Group's portfolio in Q1 2023, its #87 holding.
Barber Financial Group first reported a position in Occidental Petroleum in Q4 2016 and has held it in 18 quarters since.
Barber Financial Group's Occidental Petroleum position peaked at $448K in Q2 2018.
1,167 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.