Blue Bell Private Wealth Management’s Occidental Petroleum OXY Stock Holding History

Blue Bell Private 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 Q1	–	Sell	-113	Closed	-$7.12K	–	693
2022 Q4	$7.12K	Hold	113	–	–	﹤0.01%	415
2022 Q3	$7K	Hold	113	–	–	﹤0.01%	422
2022 Q2	$7K	Hold	113	–	–	﹤0.01%	450
2022 Q1	$6K	Buy	+113	New	+$5K	﹤0.01%	528
2016 Q4	–	Sell	-1,100	Closed	-$81K	–	358
2016 Q3	$81K	Hold	1,100	–	–	0.05%	153
2016 Q2	$84K	Sell	1,100 -110	-9%	-$8.22K	0.05%	150
2016 Q1	$83K	Buy	1,210 +108	+10%	+$7.24K	0.06%	164
2015 Q4	$74K	Hold	1,102	–	–	0.05%	178
2015 Q3	$73K	Hold	1,102	–	–	0.05%	169
2015 Q2	$86K	Hold	1,102	–	–	0.05%	157
2015 Q1	$80K	Hold	1,102	–	–	0.05%	168
2014 Q4	$88K	Sell	1,102 -46	-4%	-$3.82K	0.05%	167
2014 Q3	$106K	Hold	1,148	–	–	0.06%	151
2014 Q2	$113K	Hold	1,148	–	–	0.07%	139
2014 Q1	$105K	Hold	1,148	–	–	0.07%	116
2013 Q4	$105K	Buy	+1,148	New	+$105K	0.08%	119

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Blue Bell Private Wealth Management's OXY Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of Occidental Petroleum (OXY) in Q1 2023, closing a stake of 113 shares — an estimated $7.12K sold.

Blue Bell Private Wealth Management first reported a position in OXY in Q4 2013 and held it in 16 quarters. The position peaked at $113K in Q2 2014. 1,166 funds tracked by Wall St. Rank hold OXY as of Q1 2023.

Blue Bell Private Wealth Management reported no remaining Occidental Petroleum position as of Q1 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 113 Occidental Petroleum shares in Q1 2023, an estimated $7.12K.
Blue Bell Private Wealth Management first reported a position in Occidental Petroleum in Q4 2013 and held it in 16 quarters.
Blue Bell Private Wealth Management's Occidental Petroleum position peaked at $113K in Q2 2014.
1,166 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.