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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
2019
Q1 		– Sell
-300
Closed -$2K – 124
2018
Q4 		$2K Buy
+300
New +$21.1K ﹤0.01% 127

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Vanguard Group
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BlackRock
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
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. 1,201 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.
  • 1,201 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.