DWM
OXY icon

Dakota Wealth Management’s Occidental Petroleum OXY Stock Holding History

Dakota 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
Q4 		– Sell
-45,235
Closed -$2.78M – 621
2022
Q3 		$2.78M Buy
+45,235
New +$2.9M 0.23% 108
2019
Q1 		– Sell
-3,890
Closed -$320K – 326
2018
Q4 		$320K Hold
3,890
– – 0.07% 210
2018
Q3 		$320K Sell
3,890
-182
-4% -$14.7K 0.07% 205
2018
Q2 		$341K Buy
+4,072
New +$325K 0.09% 157

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

Dakota Wealth Management's OXY Position: Q4 2022 in Review

Dakota Wealth Management sold out of Occidental Petroleum (OXY) in Q4 2022, closing a stake of 45,235 shares — an estimated $2.78M sold.

Dakota Wealth Management first reported a position in OXY in Q2 2018 and held it in 4 quarters. The position peaked at $2.78M in Q3 2022. 1,161 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

  • Dakota Wealth Management reported no remaining Occidental Petroleum position as of Q4 2022 after selling out during the quarter.
  • Dakota Wealth Management sold 45,235 Occidental Petroleum shares in Q4 2022, an estimated $2.78M.
  • Dakota Wealth Management first reported a position in Occidental Petroleum in Q2 2018 and held it in 4 quarters.
  • Dakota Wealth Management's Occidental Petroleum position peaked at $2.78M in Q3 2022.
  • 1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

Based on Dakota Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.