Altus Wealth Group’s Occidental Petroleum OXY Stock Holding History

Altus Wealth 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 Q1	–	Sell	-2,574	Closed	-$45K	–	598
2020 Q4	$45K	Buy	+2,574	New	+$35.3K	0.04%	237

Other funds holding OXY

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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

JIM

JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Altus Wealth Group's OXY Position: Q1 2021 in Review

Altus Wealth Group sold out of Occidental Petroleum (OXY) in Q1 2021, closing a stake of 2,574 shares — an estimated $45K sold.

Altus Wealth Group first reported a position in OXY in Q4 2020 and held it in 1 quarter. The position peaked at $45K in Q4 2020. 722 funds tracked by Wall St. Rank hold OXY as of Q1 2021.

Altus Wealth Group reported no remaining Occidental Petroleum position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 2,574 Occidental Petroleum shares in Q1 2021, an estimated $45K.
Altus Wealth Group first reported a position in Occidental Petroleum in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Occidental Petroleum position peaked at $45K in Q4 2020.
722 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.