180 Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

180 Wealth Advisors’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 Q2	–	Sell	-4,510	Closed	-$272K	–	395
2022 Q1	$272K	Buy	+4,510	New	+$199K	0.06%	302
2020 Q1	–	Sell	-13,304	Closed	-$629K	–	249
2019 Q4	$629K	Buy	+13,304	New	+$533K	0.25%	105
2018 Q1	–	Sell	-16,465	Closed	-$1.21M	–	241
2017 Q4	$1.21M	Buy	+16,465	New	+$1.12M	0.62%	52

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

180 Wealth Advisors's OXY Position: Q2 2022 in Review

180 Wealth Advisors sold out of Occidental Petroleum (OXY) in Q2 2022, closing a stake of 4,510 shares — an estimated $272K sold.

180 Wealth Advisors first reported a position in OXY in Q4 2017 and held it in 3 quarters. The position peaked at $1.21M in Q4 2017. 1,052 funds tracked by Wall St. Rank hold OXY as of Q2 2022.

180 Wealth Advisors reported no remaining Occidental Petroleum position as of Q2 2022 after selling out during the quarter.
180 Wealth Advisors sold 4,510 Occidental Petroleum shares in Q2 2022, an estimated $272K.
180 Wealth Advisors first reported a position in Occidental Petroleum in Q4 2017 and held it in 3 quarters.
180 Wealth Advisors's Occidental Petroleum position peaked at $1.21M in Q4 2017.
1,052 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2022.

Based on 180 Wealth Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.