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Berman Capital Advisors’s Occidental Petroleum OXY Stock Holding History

Berman Capital 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
2021
Q3 		$99K Sell
3,397
-760
-18% -$20.3K 0.02% 442
2021
Q2 		$129K Buy
4,157
+631
+18% +$16.9K 0.02% 316
2021
Q1 		$93K Buy
3,526
+902
+34% +$22.6K 0.02% 326
2020
Q4 		$45K Buy
2,624
+797
+44% +$10.9K 0.01% 431
2020
Q3 		$18K Sell
1,827
-669
-27% -$9.43K 0.01% 626
2020
Q2 		$45K Buy
2,496
+356
+17% +$5.61K 0.01% 346
2020
Q1 		$24K Buy
2,140
+1,409
+193% +$46.3K 0.01% 451
2019
Q4 		$29K Sell
731
-806
-52% -$32.3K 0.01% 438
2019
Q3 		$68K Buy
1,537
+830
+117% +$39.2K 0.02% 262
2019
Q2 		$35K Sell
707
-16
-2% -$900 0.01% 375
2019
Q1 		$47K Buy
723
+75
+12% +$4.94K 0.02% 281
2018
Q4 		$39K Buy
+648
New +$45.5K 0.02% 281

Other funds holding OXY

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's OXY Position: Q3 2021 in Review

Berman Capital Advisors reduced its Occidental Petroleum (OXY) stake by 18% in Q3 2021, selling an estimated $20.3K and leaving 3,397 shares worth $99K. The position accounts for 0.02% of the portfolio, ranked #442.

Berman Capital Advisors first reported a position in OXY in Q4 2018 and has held it in 12 quarters since. The position peaked at $129K in Q2 2021. 758 funds tracked by Wall St. Rank hold OXY as of Q3 2021.

  • Berman Capital Advisors held 3,397 shares of Occidental Petroleum worth $99K as of Q3 2021.
  • Berman Capital Advisors sold 760 Occidental Petroleum shares in Q3 2021, an estimated $20.3K.
  • Occidental Petroleum made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #442 holding.
  • Berman Capital Advisors first reported a position in Occidental Petroleum in Q4 2018 and has held it in 12 quarters since.
  • Berman Capital Advisors's Occidental Petroleum position peaked at $129K in Q2 2021.
  • 758 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.