Kalos Management’s Occidental Petroleum OXY Stock Holding History

Kalos 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
2023 Q2	–	Sell	-34	Closed	-$2.12K	–	302
2023 Q1	$2.12K	Buy	+34	New	+$2.11K	﹤0.01%	337
2015 Q4	–	Hold	0	–	–	–	403

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kalos Management's OXY Position: Q2 2023 in Review

Kalos Management sold out of Occidental Petroleum (OXY) in Q2 2023, closing a stake of 34 shares — an estimated $2.12K sold.

Kalos Management first reported a position in OXY in Q1 2023 and held it in 1 quarter. The position peaked at $2.12K in Q1 2023. 1,155 funds tracked by Wall St. Rank hold OXY as of Q2 2023.

Kalos Management reported no remaining Occidental Petroleum position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 34 Occidental Petroleum shares in Q2 2023, an estimated $2.12K.
Kalos Management first reported a position in Occidental Petroleum in Q1 2023 and held it in 1 quarter.
Kalos Management's Occidental Petroleum position peaked at $2.12K in Q1 2023.
1,155 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.