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Beaton Management Company’s Occidental Petroleum OXY Stock Holding History

Beaton Management Company’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 		– Sell
-4,028
Closed -$229K – 138
2022
Q1 		$229K Buy
+4,028
New +$178K 0.14% 127

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
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Dimensional Fund Advisors
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Beaton Management Company's OXY Position: Q2 2022 in Review

Beaton Management Company sold out of Occidental Petroleum (OXY) in Q2 2022, closing a stake of 4,028 shares — an estimated $229K sold.

Beaton Management Company first reported a position in OXY in Q1 2022 and held it in 1 quarter. The position peaked at $229K in Q1 2022. 1,051 funds tracked by Wall St. Rank hold OXY as of Q2 2022.

  • Beaton Management Company reported no remaining Occidental Petroleum position as of Q2 2022 after selling out during the quarter.
  • Beaton Management Company sold 4,028 Occidental Petroleum shares in Q2 2022, an estimated $229K.
  • Beaton Management Company first reported a position in Occidental Petroleum in Q1 2022 and held it in 1 quarter.
  • Beaton Management Company's Occidental Petroleum position peaked at $229K in Q1 2022.
  • 1,051 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2022.

Based on Beaton Management Company's 13F filing for Q2 2022, filed 12 Aug 2022.