SEC 13F Intelligence

Bnc Wealth Management, LLC / OXY

Bnc Wealth Management, LLC’s Occidental Pete Corp Position

Does Bnc Wealth Management, LLC own Occidental Pete Corp (OXY)? Not currently — the last reported position was 42.5K shares worth $2M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q2 2023
Shares
42.5K
% of Portfolio
+1.33%
Quarters Held
3
position exited

Position History OXY

Reported value by quarter
Q3 ’20: $1,000Q3 ’20Q1 ’23: $1MQ1 ’23Q2 ’23: $2MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202342.5K$2M+1.33%
Q1 202317.6K$1M+0.61%
Q3 2020149$1,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bnc Wealth Management, LLC’s full portfolio or all institutional holders of OXY.