Sargent Bickham Lagudis’s Occidental Petroleum OXY Stock Holding History

Sargent Bickham Lagudis’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 Q4	$37.1K	Hold	589	–	–	﹤0.01%	492
2022 Q3	$37K	Sell	589 -27	-4%	-$1.73K	﹤0.01%	467
2022 Q2	$36K	Buy	616 +495	+409%	+$30.4K	﹤0.01%	486
2022 Q1	$7K	Sell	121 -83	-41%	-$3.67K	﹤0.01%	755
2021 Q4	$6K	Hold	204	–	–	﹤0.01%	777
2021 Q3	$6K	Hold	204	–	–	﹤0.01%	793
2021 Q2	$6K	Hold	204	–	–	﹤0.01%	782
2021 Q1	$5K	Hold	204	–	–	﹤0.01%	791
2020 Q4	$4K	Buy	204 +84	+70%	+$1.15K	﹤0.01%	760
2020 Q3	$1K	Sell	120 -23	-16%	-$324	﹤0.01%	762
2020 Q2	$3K	Buy	143 +3	+2%	+$47	﹤0.01%	688
2020 Q1	$2K	Sell	140 -8	-5%	-$263	﹤0.01%	712
2019 Q4	$6K	Buy	148 +11	+8%	+$441	﹤0.01%	674
2019 Q3	$6K	Buy	+137	New	+$6.48K	﹤0.01%	619
2018 Q1	–	Sell	-42	Closed	-$3K	–	795
2017 Q4	$3K	Hold	42	–	–	﹤0.01%	731
2017 Q3	$3K	Hold	42	–	–	﹤0.01%	740
2017 Q2	$3K	Buy	+42	New	+$2.57K	﹤0.01%	695
2017 Q1	–	Sell	-228	Closed	-$15.2K	–	770
2016 Q4	$16K	Buy	+228	New	+$16.2K	﹤0.01%	496

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Sargent Bickham Lagudis's OXY Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Occidental Petroleum (OXY) position steady in Q4 2022 at 589 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Sargent Bickham Lagudis first reported a position in OXY in Q4 2016 and has held it in 18 quarters since. 1,161 funds tracked by Wall St. Rank hold OXY as of Q4 2022.

Sargent Bickham Lagudis held 589 shares of Occidental Petroleum worth $37.1K as of Q4 2022.
Sargent Bickham Lagudis left its Occidental Petroleum share count unchanged in Q4 2022.
Occidental Petroleum made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #492 holding.
Sargent Bickham Lagudis first reported a position in Occidental Petroleum in Q4 2016 and has held it in 18 quarters since.
1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.