Bergan Kdv Wealth Management, LLC Occidental Petroleum Corp Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 27, 2023	BUY	$56.8 - $67.09 $113 - $134	2 Added 2.2%	93 $5,000
Q4 2022 Jan 31, 2023	SELL	$61.8 - $75.44 $3,028 - $3,696	-49 Reduced 35.0%	91 $5,000
Q3 2022 Oct 24, 2022	BUY	$41.05 - $75.26 $2,052 - $3,763	50 Added 55.56%	140 $9,000
Q1 2022 May 09, 2022	SELL	$31.06 - $60.96 $9,224 - $18,105	-297 Reduced 76.74%	90 $5,000
Q4 2021 Jan 28, 2022	BUY	$26.98 - $35.36 $8,094 - $10,608	300 Added 344.83%	387 $11,000
Q4 2020 Feb 04, 2021	SELL	$8.88 - $21.31 $692 - $1,662	-78 Reduced 47.27%	87 $2,000
Q3 2020 Nov 05, 2020	SELL	$9.99 - $18.18 $13,046 - $23,743	-1,306 Reduced 88.78%	165 $2,000
Q2 2020 Aug 13, 2020	SELL	$10.74 - $24.4 $11,180 - $25,400	-1,041 Reduced 41.44%	1,471 $27,000
Q1 2020 Apr 24, 2020	BUY	$9.69 - $47.26 $755 - $3,686	78 Added 3.2%	2,512 $29,000
Q4 2019 Feb 10, 2020	SELL	$37.34 - $44.23 $20,947 - $24,813	-561 Reduced 18.73%	2,434 $100,000
Q3 2019 Nov 08, 2019	SELL	$42.13 - $53.17 $154,617 - $195,133	-3,670 Reduced 55.06%	2,995 $133,000
Q2 2019 Aug 12, 2019	BUY	$47.43 - $68.37 $19,256 - $27,758	406 Added 6.49%	6,665 $335,000
Q1 2019 May 09, 2019	BUY	$61.24 - $68.25 $46,481 - $51,801	759 Added 13.8%	6,259 $414,000
Q4 2018 Feb 01, 2019	SELL	$57.11 - $83.13 $70,587 - $102,748	-1,236 Reduced 18.35%	5,500 $338,000
Q3 2018 Nov 09, 2018	BUY	$75.74 - $85.7 $62,485 - $70,702	825 Added 13.96%	6,736 $553,000
Q2 2018 Jul 23, 2018	SELL	$64.67 - $86.48 $776 - $1,037	-12 Reduced 0.2%	5,911 $495,000
Q1 2018 May 03, 2018	SELL	$62.96 - $77.63 $6,610 - $8,151	-105 Reduced 1.74%	5,923 $385,000
Q4 2017 Jan 16, 2018	SELL	$63.91 - $73.7 $75,605 - $87,187	-1,183 Reduced 16.41%	6,028 $444,000
Q3 2017 Oct 18, 2017	BUY	$58.84 - $65.19 $424,295 - $470,085	7,211	7,211 $463,000

Others Institutions Holding OXY

# of Institutions

1,369

Shares Held

707M

Call Options Held

23.1M

Put Options Held

32.9M

Warren Buffett Berkshire Hathaway Inc | Omaha, Ne

255M
Shares

$12.9 Billion
5.01% of portfolio
Dodge & Cox San Francisco, CA

78M
Shares

$3.95 Billion
2.44% of portfolio
Vanguard Group Inc Valley Forge, PA

57.7M
Shares

$2.92 Billion
0.05% of portfolio
State Street Corp Boston, MA

41.3M
Shares

$2.09 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

40.3M
Shares

$2.04 Billion
0.06% of portfolio

View Full List

About OCCIDENTAL PETROLEUM CORP

Ticker OXY
Exchange NYSE
Sector Energy
Industry Oil & Gas E&P
Shares Outstandng 931,491,968
Market Cap $47.2B
Description
Occidental Petroleum Corporation, together with its subsidiaries, engages in the acquisition, exploration, and development of oil and gas properties in the United States, the Middle East, Africa, and Latin America. It operates through three segments: Oil and Gas, Chemical, and Midstream and Marketing. The company's Oil and Gas segment explores f...

More about OXY

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