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Brendel Financial Advisors’s Occidental Petroleum OXY Stock Holding History

Brendel Financial 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
Q3 		– Sell
-124
Closed -$4K – 217
2021
Q2 		$4K Buy
+124
New +$3.33K ﹤0.01% 235

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
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IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 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

Brendel Financial Advisors's OXY Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Occidental Petroleum (OXY) in Q3 2021, closing a stake of 124 shares — an estimated $4K sold.

Brendel Financial Advisors first reported a position in OXY in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 757 funds tracked by Wall St. Rank hold OXY as of Q3 2021.

  • Brendel Financial Advisors reported no remaining Occidental Petroleum position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 124 Occidental Petroleum shares in Q3 2021, an estimated $4K.
  • Brendel Financial Advisors first reported a position in Occidental Petroleum in Q2 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's Occidental Petroleum position peaked at $4K in Q2 2021.
  • 757 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.