KG&L Capital Management’s Occidental Petroleum OXY Stock Holding History

KG&L Capital 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
2025 Q1	–	Sell	-4,236	Closed	-$209K	–	208
2024 Q4	$209K	Sell	4,236 -2,169	-34%	-$110K	0.07%	177
2024 Q3	$330K	Buy	+6,405	New	+$365K	0.11%	154
2020 Q3	–	Sell	-13,769	Closed	-$251K	–	136
2020 Q2	$251K	Sell	13,769 -4,062	-23%	-$64K	0.19%	81
2020 Q1	$206K	Sell	17,831 -10,947	-38%	-$360K	0.2%	81
2019 Q4	$1.19M	Buy	28,778 +13,562	+89%	+$543K	1%	28
2019 Q3	$676K	Sell	15,216 -2,429	-14%	-$115K	0.61%	43
2019 Q2	$887K	Sell	17,645 -198	-1%	-$11.1K	0.85%	38
2019 Q1	$1.18M	Buy	17,843 +7,532	+73%	+$496K	1.19%	22
2018 Q4	$629K	Buy	+10,311	New	+$725K	0.7%	42

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

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

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

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

HHII

H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

KG&L Capital Management's OXY Position: Q1 2025 in Review

KG&L Capital Management sold out of Occidental Petroleum (OXY) in Q1 2025, closing a stake of 4,236 shares — an estimated $209K sold.

KG&L Capital Management first reported a position in OXY in Q4 2018 and held it in 9 quarters. The position peaked at $1.19M in Q4 2019. 1,200 funds tracked by Wall St. Rank hold OXY as of Q1 2025.

KG&L Capital Management reported no remaining Occidental Petroleum position as of Q1 2025 after selling out during the quarter.
KG&L Capital Management sold 4,236 Occidental Petroleum shares in Q1 2025, an estimated $209K.
KG&L Capital Management first reported a position in Occidental Petroleum in Q4 2018 and held it in 9 quarters.
KG&L Capital Management's Occidental Petroleum position peaked at $1.19M in Q4 2019.
1,200 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2025.

Based on KG&L Capital Management's 13F filing for Q1 2025, filed 23 Apr 2025.