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Dixon Hughes Goodman Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
Q1 		$45K Sell
787
-14,463
-95% -$640K 0.01% 322
2021
Q4 		$442K Buy
+15,250
New +$479K 0.14% 87

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's OXY Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Occidental Petroleum (OXY) stake by 95% in Q1 2022, selling an estimated $640K and leaving 787 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #322.

Dixon Hughes Goodman Wealth Advisors first reported a position in OXY in Q4 2021 and has held it in 2 quarters since. The position peaked at $442K in Q4 2021. 977 funds tracked by Wall St. Rank hold OXY as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 787 shares of Occidental Petroleum worth $45K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 14,463 Occidental Petroleum shares in Q1 2022, an estimated $640K.
  • Occidental Petroleum made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #322 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Occidental Petroleum in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Occidental Petroleum position peaked at $442K in Q4 2021.
  • 977 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.