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Baystate Wealth Management’s Occidental Petroleum OXY Stock Holding History

Baystate 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
2023
Q4 		$300 Hold
5
– – ﹤0.01% 1241
2023
Q3 		$325 Buy
5
+3
+150% +$189 ﹤0.01% 965
2023
Q2 		$118 Sell
2
-3
-60% -$180 ﹤0.01% 1023
2023
Q1 		$372 Buy
+5
New +$311 ﹤0.01% 982
2022
Q2 		– Sell
-600
Closed -$34K – 937
2022
Q1 		$34K Buy
600
+500
+500% +$22.1K ﹤0.01% 378
2021
Q4 		$3K Buy
+100
New +$3.14K ﹤0.01% 720
2020
Q4 		– Sell
-72
Closed -$1K – 740
2020
Q3 		$1K Buy
+72
New +$1.01K ﹤0.01% 604
2020
Q2 		– Sell
-350
Closed -$4K – 717
2020
Q1 		$4K Buy
350
+6
+2% +$197 ﹤0.01% 453
2019
Q4 		$14K Buy
344
+6
+2% +$240 ﹤0.01% 371
2019
Q3 		$15K Buy
+338
New +$16K ﹤0.01% 323
2018
Q1 		– Sell
-76
Closed -$6K – 707
2017
Q4 		$6K Hold
76
– – ﹤0.01% 417
2017
Q3 		$5K Sell
76
-351
-82% -$21.4K ﹤0.01% 415
2017
Q2 		$26K Buy
427
+302
+242% +$18.5K ﹤0.01% 244
2017
Q1 		$8K Buy
125
+14
+13% +$931 ﹤0.01% 352
2016
Q4 		$8K Buy
+111
New +$7.88K ﹤0.01% 325
2015
Q1 		– Sell
-2,572
Closed -$207K – 52
2014
Q4 		$207K Sell
2,572
-107
-4% -$8.88K 0.07% 49
2014
Q3 		$247K Sell
2,679
-8
-0.3% -$767 0.08% 43
2014
Q2 		$264K Buy
+2,687
New +$253K 0.09% 41
2013
Q3 		– Sell
-1,566
Closed -$134K – 170
2013
Q2 		$134K Buy
+1,566
New +$132K 0.07% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baystate Wealth Management's OXY Position: Q4 2023 in Review

Baystate Wealth Management held its Occidental Petroleum (OXY) position steady in Q4 2023 at 5 shares worth $300. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Baystate Wealth Management first reported a position in OXY in Q2 2013 and has held it in 19 quarters since. The position peaked at $264K in Q2 2014. 1,219 funds tracked by Wall St. Rank hold OXY as of Q4 2023.

  • Baystate Wealth Management held 5 shares of Occidental Petroleum worth $300 as of Q4 2023.
  • Baystate Wealth Management left its Occidental Petroleum share count unchanged in Q4 2023.
  • Occidental Petroleum made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1241 holding.
  • Baystate Wealth Management first reported a position in Occidental Petroleum in Q2 2013 and has held it in 19 quarters since.
  • Baystate Wealth Management's Occidental Petroleum position peaked at $264K in Q2 2014.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.