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BKM Wealth Management’s Occidental Petroleum OXY Stock Holding History

BKM 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
2024
Q1 		– Sell
-585
Closed -$34.9K – 440
2023
Q4 		$34.9K Buy
+585
New +$35.7K 0.01% 298

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

BKM Wealth Management's OXY Position: Q1 2024 in Review

BKM Wealth Management sold out of Occidental Petroleum (OXY) in Q1 2024, closing a stake of 585 shares — an estimated $34.9K sold.

BKM Wealth Management first reported a position in OXY in Q4 2023 and held it in 1 quarter. The position peaked at $34.9K in Q4 2023. 1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

  • BKM Wealth Management reported no remaining Occidental Petroleum position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 585 Occidental Petroleum shares in Q1 2024, an estimated $34.9K.
  • BKM Wealth Management first reported a position in Occidental Petroleum in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Occidental Petroleum position peaked at $34.9K in Q4 2023.
  • 1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.