Brewin Dolphin Wealth Management’s Occidental Petroleum OXY Stock Holding History

Brewin Dolphin 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
2022 Q2	$135K	Hold	2,293	–	–	0.01%	145
2022 Q1	$130K	Hold	2,293	–	–	0.01%	144
2021 Q4	$66K	Hold	2,293	–	–	0.01%	180
2021 Q3	$67.8K	Buy	2,293 +2,000	+683%	+$53.4K	0.01%	176
2021 Q2	$9.16K	Hold	293	–	–	﹤0.01%	298
2021 Q1	$7.8K	Hold	293	–	–	﹤0.01%	290
2020 Q4	$5.07K	Hold	293	–	–	﹤0.01%	262
2020 Q3	$2.93K	Sell	293 -164	-36%	-$2.31K	﹤0.01%	280
2020 Q2	$8.36K	Buy	457 +164	+56%	+$2.58K	﹤0.01%	257
2020 Q1	$3.39K	Hold	293	–	–	﹤0.01%	190
2019 Q4	$12.1K	Hold	293	–	–	0.01%	173
2019 Q3	$13K	Buy	+293	New	+$13.9K	0.01%	164

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

Brewin Dolphin Wealth Management's OXY Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Occidental Petroleum (OXY) position steady in Q2 2022 at 2,293 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #145.

Brewin Dolphin Wealth Management first reported a position in OXY in Q3 2019 and has held it in 12 quarters since. 1,051 funds tracked by Wall St. Rank hold OXY as of Q2 2022.

Brewin Dolphin Wealth Management held 2,293 shares of Occidental Petroleum worth $135K as of Q2 2022.
Brewin Dolphin Wealth Management left its Occidental Petroleum share count unchanged in Q2 2022.
Occidental Petroleum made up 0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #145 holding.
Brewin Dolphin Wealth Management first reported a position in Occidental Petroleum in Q3 2019 and has held it in 12 quarters since.
1,051 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.