Kings Point Capital Management’s Occidental Petroleum OXY Stock Holding History

Kings Point 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
2022 Q1	$21K	Hold	375	–	–	﹤0.01%	474
2021 Q4	$11K	Hold	375	–	–	﹤0.01%	625
2021 Q3	$11K	Sell	375 -250	-40%	-$6.67K	﹤0.01%	563
2021 Q2	$20K	Hold	625	–	–	﹤0.01%	465
2021 Q1	$17K	Buy	+625	New	+$15.6K	﹤0.01%	473
2020 Q1	–	Sell	-577	Closed	-$24K	–	489
2019 Q4	$24K	Hold	577	–	–	﹤0.01%	398
2019 Q3	$26K	Buy	577 +161	+39%	+$7.61K	﹤0.01%	367
2019 Q2	$21K	Buy	416 +41	+11%	+$2.31K	﹤0.01%	346
2019 Q1	$25K	Hold	375	–	–	0.01%	290
2018 Q4	$23K	Hold	375	–	–	0.01%	296
2018 Q3	$31K	Hold	375	–	–	0.01%	288
2018 Q2	$31K	Hold	375	–	–	0.01%	281
2018 Q1	$24K	Hold	375	–	–	﹤0.01%	303
2017 Q4	$28K	Hold	375	–	–	0.01%	292
2017 Q3	$24K	Hold	375	–	–	0.01%	282
2017 Q2	$22K	Hold	375	–	–	0.01%	274
2017 Q1	$24K	Hold	375	–	–	0.01%	280
2016 Q4	$27K	Hold	375	–	–	0.01%	240
2016 Q3	$27K	Hold	375	–	–	0.01%	232
2016 Q2	$28K	Hold	375	–	–	0.01%	237
2016 Q1	$26K	Sell	375 -1	-0.3%	-$67	0.01%	240
2015 Q4	$25K	Hold	376	–	–	0.01%	277
2015 Q3	$25K	Hold	376	–	–	0.01%	290
2015 Q2	$29K	Hold	376	–	–	0.01%	266
2015 Q1	$27K	Hold	376	–	–	0.01%	272
2014 Q4	$30K	Sell	376 -668	-64%	-$55.4K	0.01%	250
2014 Q3	$96K	Hold	1,044	–	–	0.03%	142
2014 Q2	$103K	Hold	1,044	–	–	0.03%	136
2014 Q1	$95K	Hold	1,044	–	–	0.03%	132
2013 Q4	$95K	Hold	1,044	–	–	0.03%	130
2013 Q3	$94K	Hold	1,044	–	–	0.04%	131
2013 Q2	$89K	Buy	+1,044	New	+$88.2K	0.04%	148

Other funds holding OXY

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

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

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

Kings Point Capital Management's OXY Position: Q1 2022 in Review

Kings Point Capital Management held its Occidental Petroleum (OXY) position steady in Q1 2022 at 375 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Kings Point Capital Management first reported a position in OXY in Q2 2013 and has held it in 32 quarters since. The position peaked at $103K in Q2 2014. 977 funds tracked by Wall St. Rank hold OXY as of Q1 2022.

Kings Point Capital Management held 375 shares of Occidental Petroleum worth $21K as of Q1 2022.
Kings Point Capital Management left its Occidental Petroleum share count unchanged in Q1 2022.
Occidental Petroleum made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #474 holding.
Kings Point Capital Management first reported a position in Occidental Petroleum in Q2 2013 and has held it in 32 quarters since.
Kings Point Capital Management's Occidental Petroleum position peaked at $103K in Q2 2014.
977 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.