Bedel Financial Consulting’s Occidental Petroleum OXY Stock Holding History

Bedel Financial Consulting’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	-750	Closed	-$43K	–	667
2022 Q1	$43K	Hold	750	–	–	0.01%	413
2021 Q4	$22K	Hold	750	–	–	0.01%	549
2021 Q3	$22K	Hold	750	–	–	0.01%	535
2021 Q2	$23K	Hold	750	–	–	0.01%	532
2021 Q1	$20K	Hold	750	–	–	0.01%	518
2020 Q4	$13K	Buy	750 +169	+29%	+$2.32K	0.01%	518
2020 Q3	$6K	Sell	581 -128	-18%	-$1.8K	﹤0.01%	590
2020 Q2	$13K	Sell	709 -25	-3%	-$394	0.01%	452
2020 Q1	$8K	Buy	734 +25	+4%	+$821	0.01%	511
2019 Q4	$29K	Hold	709	–	–	0.02%	365
2019 Q3	$32K	Sell	709 -1,053	-60%	-$49.8K	0.02%	341
2019 Q2	$89K	Hold	1,762	–	–	0.05%	213
2019 Q1	$117K	Hold	1,762	–	–	0.07%	179
2018 Q4	$108K	Hold	1,762	–	–	0.08%	170
2018 Q3	$128K	Hold	1,762	–	–	0.09%	174
2018 Q2	$147K	Hold	1,762	–	–	0.11%	160
2018 Q1	$114K	Buy	+1,762	New	+$123K	0.09%	184

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

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

Bedel Financial Consulting's OXY Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Occidental Petroleum (OXY) in Q2 2022, closing a stake of 750 shares — an estimated $43K sold.

Bedel Financial Consulting first reported a position in OXY in Q1 2018 and held it in 17 quarters. The position peaked at $147K in Q2 2018. 1,052 funds tracked by Wall St. Rank hold OXY as of Q2 2022.

Bedel Financial Consulting reported no remaining Occidental Petroleum position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 750 Occidental Petroleum shares in Q2 2022, an estimated $43K.
Bedel Financial Consulting first reported a position in Occidental Petroleum in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Occidental Petroleum position peaked at $147K in Q2 2018.
1,052 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.