Atlas Private Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Atlas Private 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
2021 Q4	–	Sell	-212	Closed	-$6K	–	535
2021 Q3	$6K	Hold	212	–	–	﹤0.01%	540
2021 Q2	$7K	Sell	212 -100	-32%	-$2.68K	﹤0.01%	525
2021 Q1	$8K	Hold	312	–	–	﹤0.01%	529
2020 Q4	$5K	Hold	312	–	–	﹤0.01%	531
2020 Q3	$3K	Hold	312	–	–	﹤0.01%	540
2020 Q2	$6K	Buy	+312	New	+$4.92K	0.01%	484

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

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

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

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Atlas Private Wealth Advisors's OXY Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Occidental Petroleum (OXY) in Q4 2021, closing a stake of 212 shares — an estimated $6K sold.

Atlas Private Wealth Advisors first reported a position in OXY in Q2 2020 and held it in 6 quarters. The position peaked at $8K in Q1 2021. 812 funds tracked by Wall St. Rank hold OXY as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Occidental Petroleum position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 212 Occidental Petroleum shares in Q4 2021, an estimated $6K.
Atlas Private Wealth Advisors first reported a position in Occidental Petroleum in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Occidental Petroleum position peaked at $8K in Q1 2021.
812 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.