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Amplius Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Amplius 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
Q1 		– Sell
-582
Closed -$16K – 682
2021
Q4 		$16K Buy
+582
New +$18.3K ﹤0.01% 506

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Amplius Wealth Advisors's OXY Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Occidental Petroleum (OXY) in Q1 2022, closing a stake of 582 shares — an estimated $16K sold.

Amplius Wealth Advisors first reported a position in OXY in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 977 funds tracked by Wall St. Rank hold OXY as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Occidental Petroleum position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 582 Occidental Petroleum shares in Q1 2022, an estimated $16K.
  • Amplius Wealth Advisors first reported a position in Occidental Petroleum in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Occidental Petroleum position peaked at $16K in Q4 2021.
  • 977 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.