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Burleson & Co’s Occidental Petroleum OXY Stock Holding History

Burleson & Co’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
Q4 		$3.15K Buy
+50
New +$3.4K ﹤0.01% 322
2022
Q3 		– Sell
-18
Closed -$1K – 469
2022
Q2 		$1K Buy
+18
New +$1.11K ﹤0.01% 388
2018
Q3 		– Sell
-9,100
Closed -$761K – 110
2018
Q2 		$761K Hold
9,100
– – 0.44% 62
2018
Q1 		$591K Hold
9,100
– – 0.39% 67
2017
Q4 		$670K Buy
+9,100
New +$618K 0.43% 64

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Burleson & Co's OXY Position: Q4 2022 in Review

Burleson & Co opened a new position in Occidental Petroleum (OXY) in Q4 2022: 50 shares worth $3.15K. The stake represents ﹤0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: Burleson & Co previously reported a position in OXY as recently as Q2 2022.

Burleson & Co first reported a position in OXY in Q4 2017 and has held it in 5 quarters since. The position peaked at $761K in Q2 2018. 1,162 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

  • Burleson & Co held 50 shares of Occidental Petroleum worth $3.15K as of Q4 2022.
  • Occidental Petroleum was a new Burleson & Co position in Q4 2022.
  • Occidental Petroleum made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #322 holding.
  • Burleson & Co first reported a position in Occidental Petroleum in Q4 2017 and has held it in 5 quarters since.
  • Burleson & Co's Occidental Petroleum position peaked at $761K in Q2 2018.
  • 1,162 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.