Frontier Wealth Management’s Occidental Petroleum OXY Stock Holding History

Frontier 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	$1.28M	Buy	21,759 +4,238	+24%	+$260K	0.09%	159
2022 Q1	$1.04M	Buy	+17,521	New	+$775K	0.01%	177
2021 Q4	–	Sell	-7,359	Closed	-$218K	–	437
2021 Q3	$218K	Buy	+7,359	New	+$196K	0.02%	388
2020 Q1	–	Sell	-5,171	Closed	-$213K	–	322
2019 Q4	$213K	Buy	+5,171	New	+$207K	0.03%	274
2019 Q2	–	Sell	-3,812	Closed	-$252K	–	353
2019 Q1	$252K	Buy	3,812 +298	+8%	+$19.6K	0.03%	304
2018 Q4	$216K	Sell	3,514 -254	-7%	-$17.9K	0.03%	316
2018 Q3	$310K	Sell	3,768 -4,255	-53%	-$344K	0.03%	299
2018 Q2	$671K	Buy	+8,023	New	+$641K	0.1%	183
2017 Q4	–	Sell	-8,096	Closed	-$520K	–	387
2017 Q3	$520K	Buy	8,096 +381	+5%	+$23.2K	0.07%	227
2017 Q2	$462K	Sell	7,715 -1,150	-13%	-$70.4K	0.07%	235
2017 Q1	$562K	Sell	8,865 -20	-0.2%	-$1.33K	0.09%	210
2016 Q4	$633K	Sell	8,885 -775	-8%	-$55K	0.1%	191
2016 Q3	$704K	Sell	9,660 -1,450	-13%	-$109K	0.11%	171
2016 Q2	$839K	Buy	11,110 +1,700	+18%	+$127K	0.13%	153
2016 Q1	$644K	Sell	9,410 -21,718	-70%	-$1.46M	0.05%	178
2015 Q4	$2.1M	Sell	31,128 -3,456	-10%	-$249K	0.34%	81
2015 Q3	$2.28M	Buy	34,584 +4,793	+16%	+$335K	0.36%	74
2015 Q2	$2.31M	Buy	+29,791	New	+$2.33M	0.36%	61

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Frontier Wealth Management's OXY Position: Q2 2022 in Review

Frontier Wealth Management increased its Occidental Petroleum (OXY) stake by 24% in Q2 2022, buying an estimated $260K and bringing the position to 21,759 shares worth $1.28M. The position accounts for 0.09% of the portfolio, ranked #159.

Frontier Wealth Management first reported a position in OXY in Q2 2015 and has held it in 18 quarters since. The position peaked at $2.31M in Q2 2015. 1,052 funds tracked by Wall St. Rank hold OXY as of Q2 2022.

Frontier Wealth Management held 21,759 shares of Occidental Petroleum worth $1.28M as of Q2 2022.
Frontier Wealth Management bought 4,238 Occidental Petroleum shares in Q2 2022, an estimated $260K.
Occidental Petroleum made up 0.09% of Frontier Wealth Management's portfolio in Q2 2022, its #159 holding.
Frontier Wealth Management first reported a position in Occidental Petroleum in Q2 2015 and has held it in 18 quarters since.
Frontier Wealth Management's Occidental Petroleum position peaked at $2.31M in Q2 2015.
1,052 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.