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Next Financial Group’s Occidental Petroleum OXY Stock Holding History

Next Financial Group’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
2021
Q4 		$24K Sell
814
-350
-30% -$11K ﹤0.01% 1816
2021
Q3 		$34K Buy
1,164
+7
+0.6% +$187 ﹤0.01% 1583
2021
Q2 		$36K Buy
1,157
+365
+46% +$9.79K ﹤0.01% 1524
2021
Q1 		$21K Sell
792
-2,915
-79% -$72.9K ﹤0.01% 1626
2020
Q4 		$64K Buy
3,707
+2,140
+137% +$29.3K 0.01% 1118
2020
Q3 		$16K Buy
+1,567
New +$22.1K ﹤0.01% 1491
2020
Q2 		– Sell
-7,744
Closed -$90K – 1498
2020
Q1 		$90K Buy
7,744
+1,221
+19% +$40.1K 0.01% 786
2019
Q4 		$269K Buy
6,523
+1,430
+28% +$57.3K 0.03% 579
2019
Q3 		$227K Buy
5,093
+1,176
+30% +$55.6K 0.02% 619
2019
Q2 		$197K Buy
3,917
+3,545
+953% +$199K 0.02% 669
2019
Q1 		$25K Sell
372
-1,577
-81% -$104K 0.01% 909
2018
Q4 		$120K Buy
1,949
+1,322
+211% +$92.9K 0.02% 539
2018
Q3 		$52K Buy
+627
New +$50.7K 0.02% 534
2017
Q4 		– Sell
-2,564
Closed -$166K – 1041
2017
Q3 		$166K Buy
2,564
+211
+9% +$12.9K 0.05% 363
2017
Q2 		$141K Sell
2,353
-376
-14% -$23K 0.03% 450
2017
Q1 		$168K Sell
2,729
-3,010
-52% -$200K 0.05% 351
2016
Q4 		$409K Sell
5,739
-691
-11% -$49.1K 0.07% 301
2016
Q3 		$469K Buy
6,430
+2,623
+69% +$196K 0.08% 257
2016
Q2 		$287K Buy
3,807
+19
+0.5% +$1.42K 0.09% 226
2016
Q1 		$259K Sell
3,788
-506
-12% -$33.9K 0.09% 225
2015
Q4 		$289K Sell
4,294
-187
-4% -$13.5K 0.11% 189
2015
Q3 		$295K Buy
4,481
+56
+1% +$3.91K 0.11% 206
2015
Q2 		$343K Sell
4,425
-298
-6% -$23.3K 0.12% 187
2015
Q1 		$344K Sell
4,723
-295
-6% -$22.8K 0.11% 199
2014
Q4 		$404K Sell
5,018
-3,736
-43% -$310K 0.13% 169
2014
Q3 		$806K Buy
8,754
+8,696
+14,993% +$834K 0.16% 140
2014
Q2 		$6K Buy
+58
New +$5.45K ﹤0.01% 885

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Next Financial Group's OXY Position: Q4 2021 in Review

Next Financial Group reduced its Occidental Petroleum (OXY) stake by 30% in Q4 2021, selling an estimated $11K and leaving 814 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Next Financial Group first reported a position in OXY in Q2 2014 and has held it in 27 quarters since. The position peaked at $806K in Q3 2014. 812 funds tracked by Wall St. Rank hold OXY as of Q4 2021.

  • Next Financial Group held 814 shares of Occidental Petroleum worth $24K as of Q4 2021.
  • Next Financial Group sold 350 Occidental Petroleum shares in Q4 2021, an estimated $11K.
  • Occidental Petroleum made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1816 holding.
  • Next Financial Group first reported a position in Occidental Petroleum in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Occidental Petroleum position peaked at $806K in Q3 2014.
  • 812 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.