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BerganKDV Wealth Management’s Occidental Petroleum OXY Stock Holding History

BerganKDV 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
Q2 		– Sell
-93
Closed -$5.78K – 1011
2023
Q1 		$5.78K Buy
93
+2
+2% +$124 ﹤0.01% 673
2022
Q4 		$5.76K Sell
91
-49
-35% -$3.34K ﹤0.01% 653
2022
Q3 		$9K Buy
140
+50
+56% +$3.2K ﹤0.01% 592
2022
Q2 		$5K Hold
90
– – ﹤0.01% 709
2022
Q1 		$5K Sell
90
-297
-77% -$13.1K ﹤0.01% 731
2021
Q4 		$11K Buy
387
+300
+345% +$9.41K ﹤0.01% 648
2021
Q3 		$3K Hold
87
– – ﹤0.01% 835
2021
Q2 		$3K Hold
87
– – ﹤0.01% 774
2021
Q1 		$2K Hold
87
– – ﹤0.01% 794
2020
Q4 		$2K Sell
87
-78
-47% -$1.07K ﹤0.01% 791
2020
Q3 		$2K Sell
165
-1,306
-89% -$18.4K ﹤0.01% 717
2020
Q2 		$27K Sell
1,471
-1,041
-41% -$16.4K ﹤0.01% 424
2020
Q1 		$29K Buy
2,512
+78
+3% +$2.56K 0.01% 383
2019
Q4 		$100K Sell
2,434
-561
-19% -$22.5K 0.02% 274
2019
Q3 		$133K Sell
2,995
-3,670
-55% -$174K 0.03% 237
2019
Q2 		$335K Buy
6,665
+406
+6% +$22.8K 0.07% 165
2019
Q1 		$414K Buy
6,259
+759
+14% +$50K 0.08% 142
2018
Q4 		$338K Sell
5,500
-1,236
-18% -$86.9K 0.08% 138
2018
Q3 		$553K Buy
6,736
+825
+14% +$66.7K 0.12% 122
2018
Q2 		$495K Sell
5,911
-12
-0.2% -$959 0.11% 124
2018
Q1 		$385K Sell
5,923
-105
-2% -$7.34K 0.11% 126
2017
Q4 		$444K Sell
6,028
-1,183
-16% -$80.3K 0.11% 131
2017
Q3 		$463K Buy
7,211
+2,272
+46% +$138K 0.12% 131
2017
Q2 		$296K Buy
4,939
+23
+0.5% +$1.41K 0.08% 140
2017
Q1 		$311K Hold
4,916
– – 0.09% 139
2016
Q4 		$350K Buy
4,916
+1,113
+29% +$79K 0.12% 132
2016
Q3 		$277K Sell
3,803
-428
-10% -$32K 0.1% 136
2016
Q2 		$320K Hold
4,231
– – 0.14% 122
2016
Q1 		$290K Buy
+4,231
New +$284K 0.17% 122

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BerganKDV Wealth Management's OXY Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2023, closing a stake of 93 shares — an estimated $5.78K sold.

BerganKDV Wealth Management first reported a position in OXY in Q1 2016 and held it in 29 quarters. The position peaked at $553K in Q3 2018. 1,155 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Occidental Petroleum position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 93 Occidental Petroleum shares in Q2 2023, an estimated $5.78K.
  • BerganKDV Wealth Management first reported a position in Occidental Petroleum in Q1 2016 and held it in 29 quarters.
  • BerganKDV Wealth Management's Occidental Petroleum position peaked at $553K in Q3 2018.
  • 1,155 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.