BDO Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

BDO Wealth Advisors’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 Q2	$23.3K	Hold	396	–	–	﹤0.01%	555
2023 Q1	$24.7K	Sell	396 -46	-10%	-$2.86K	﹤0.01%	548
2022 Q4	$27.8K	Hold	442	–	–	﹤0.01%	512
2022 Q3	$27K	Hold	442	–	–	﹤0.01%	513
2022 Q2	$26K	Sell	442 -100	-18%	-$6.14K	﹤0.01%	514
2022 Q1	$31K	Buy	542 +325	+150%	+$14.4K	﹤0.01%	518
2021 Q4	$6K	Buy	217 +92	+74%	+$2.89K	﹤0.01%	806
2021 Q3	$4K	Sell	125 -246	-66%	-$6.57K	﹤0.01%	879
2021 Q2	$12K	Hold	371	–	–	﹤0.01%	726
2021 Q1	$10K	Sell	371 -52	-12%	-$1.3K	﹤0.01%	733
2020 Q4	$7K	Sell	423 -82	-16%	-$1.13K	﹤0.01%	596
2020 Q3	$5K	Hold	505	–	–	﹤0.01%	561
2020 Q2	$9K	Buy	505 +25	+5%	+$394	﹤0.01%	515
2020 Q1	$6K	Buy	+480	New	+$15.8K	﹤0.01%	592
2019 Q4	–	Sell	-15,000	Closed	-$667K	–	624
2019 Q3	$667K	Hold	15,000	–	–	0.17%	100
2019 Q2	$754K	Buy	+15,000	New	+$844K	0.21%	91
2018 Q1	–	Sell	-308	Closed	-$23K	–	598
2017 Q4	$23K	Buy	308 +12	+4%	+$814	0.01%	267
2017 Q3	$19K	Buy	296 +7	+2%	+$426	0.01%	262
2017 Q2	$17K	Buy	+289	New	+$17.7K	0.01%	320

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

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

BDO Wealth Advisors's OXY Position: Q2 2023 in Review

BDO Wealth Advisors held its Occidental Petroleum (OXY) position steady in Q2 2023 at 396 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

BDO Wealth Advisors first reported a position in OXY in Q2 2017 and has held it in 19 quarters since. The position peaked at $754K in Q2 2019. 1,155 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

BDO Wealth Advisors held 396 shares of Occidental Petroleum worth $23.3K as of Q2 2023.
BDO Wealth Advisors left its Occidental Petroleum share count unchanged in Q2 2023.
Occidental Petroleum made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #555 holding.
BDO Wealth Advisors first reported a position in Occidental Petroleum in Q2 2017 and has held it in 19 quarters since.
BDO Wealth Advisors's Occidental Petroleum position peaked at $754K in Q2 2019.
1,155 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.