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Buckingham Strategic Wealth’s Occidental Petroleum OXY Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$615K Buy
9,755
+124
+1% +$7.95K 0.01% 425
2024
Q1 		$626K Sell
9,631
-924
-9% -$55.2K 0.01% 418
2023
Q4 		$630K Sell
10,555
-209
-2% -$12.8K 0.01% 404
2023
Q3 		$698K Sell
10,764
-288
-3% -$18.1K 0.01% 350
2023
Q2 		$650K Buy
11,052
+2,382
+27% +$143K 0.01% 364
2023
Q1 		$546K Hold
8,670
– – 0.01% 362
2022
Q4 		$546K Buy
8,670
+143
+2% +$9.74K 0.01% 364
2022
Q3 		$524K Sell
8,527
-4,450
-34% -$285K 0.01% 358
2022
Q2 		$764K Sell
12,977
-1,322
-9% -$81.2K 0.02% 294
2022
Q1 		$811K Buy
14,299
+2,930
+26% +$130K 0.02% 278
2021
Q4 		$330K Sell
11,369
-210
-2% -$6.59K 0.01% 455
2021
Q3 		$342K Buy
11,579
+4,740
+69% +$127K 0.01% 434
2021
Q2 		$214K Buy
+6,839
New +$183K 0.01% 552
2020
Q2 		– Sell
-10,510
Closed -$122K – 452
2020
Q1 		$122K Buy
+10,510
New +$345K 0.01% 437
2018
Q3 		– Sell
-2,460
Closed -$206K – 369
2018
Q2 		$206K Buy
+2,460
New +$196K 0.03% 341
2017
Q4 		– Sell
-5,405
Closed -$347K – 324
2017
Q3 		$347K Sell
5,405
-466
-8% -$28.4K 0.08% 201
2017
Q2 		$351K Buy
5,871
+1,747
+42% +$107K 0.08% 200
2017
Q1 		$261K Buy
+4,124
New +$274K 0.08% 201
2016
Q2 		– Sell
-3,763
Closed -$258K – 258
2016
Q1 		$258K Buy
+3,763
New +$252K 0.09% 170

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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

Buckingham Strategic Wealth's OXY Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Occidental Petroleum (OXY) stake by 1.3% in Q2 2024, buying an estimated $7.95K and bringing the position to 9,755 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #425.

Buckingham Strategic Wealth first reported a position in OXY in Q1 2016 and has held it in 19 quarters since. The position peaked at $811K in Q1 2022. 1,219 funds tracked by Wall St. Rank hold OXY as of Q2 2024.

  • Buckingham Strategic Wealth held 9,755 shares of Occidental Petroleum worth $615K as of Q2 2024.
  • Buckingham Strategic Wealth bought 124 Occidental Petroleum shares in Q2 2024, an estimated $7.95K.
  • Occidental Petroleum made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #425 holding.
  • Buckingham Strategic Wealth first reported a position in Occidental Petroleum in Q1 2016 and has held it in 19 quarters since.
  • Buckingham Strategic Wealth's Occidental Petroleum position peaked at $811K in Q1 2022.
  • 1,219 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.