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Burt Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Burt 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
Q1 		– Sell
-321
Closed -$6K – 275
2020
Q4 		$6K Buy
321
+1
+0.3% +$14 ﹤0.01% 306
2020
Q3 		$3K Hold
320
– – ﹤0.01% 335
2020
Q2 		$6K Sell
320
-92
-22% -$1.45K ﹤0.01% 291
2020
Q1 		$5K Sell
412
-307
-43% -$10.1K ﹤0.01% 312
2019
Q4 		$30K Buy
719
+6
+0.8% +$240 0.01% 208
2019
Q3 		$32K Sell
713
-346
-33% -$16.4K 0.01% 202
2019
Q2 		$53K Sell
1,059
-183
-15% -$10.3K 0.02% 166
2019
Q1 		$82K Buy
1,242
+3
+0.2% +$198 0.04% 136
2018
Q4 		$76K Buy
1,239
+3
+0.2% +$211 0.04% 144
2018
Q3 		$102K Sell
1,236
-148
-11% -$12K 0.05% 134
2018
Q2 		$116K Buy
1,384
+3
+0.2% +$240 0.06% 116
2018
Q1 		$90K Buy
1,381
+3
+0.2% +$210 0.05% 137
2017
Q4 		$102K Buy
1,378
+113
+9% +$7.67K 0.06% 124
2017
Q3 		$81K Buy
1,265
+3
+0.2% +$183 0.05% 142
2017
Q2 		$75K Buy
1,262
+316
+33% +$19.3K 0.05% 147
2017
Q1 		$60K Buy
946
+2
+0.2% +$133 0.04% 149
2016
Q4 		$67K Buy
944
+4
+0.4% +$284 0.06% 143
2016
Q3 		$68K Buy
940
+2
+0.2% +$150 0.07% 134
2016
Q2 		$70K Buy
938
+2
+0.2% +$149 0.08% 130
2016
Q1 		$64K Buy
936
+1
+0.1% +$67 0.06% 145
2015
Q4 		$63K Buy
935
+3
+0.3% +$216 0.05% 131
2015
Q3 		$61K Buy
932
+2
+0.2% +$140 0.08% 124
2015
Q2 		$72K Buy
930
+2
+0.2% +$156 0.08% 124
2015
Q1 		$68K Buy
928
+2
+0.2% +$155 0.07% 120
2014
Q4 		$74K Buy
+926
New +$76.8K 0.08% 116

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Burt Wealth Advisors's OXY Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Occidental Petroleum (OXY) in Q1 2021, closing a stake of 321 shares — an estimated $6K sold.

Burt Wealth Advisors first reported a position in OXY in Q4 2014 and held it in 25 quarters. The position peaked at $116K in Q2 2018. 722 funds tracked by Wall St. Rank hold OXY as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Occidental Petroleum position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 321 Occidental Petroleum shares in Q1 2021, an estimated $6K.
  • Burt Wealth Advisors first reported a position in Occidental Petroleum in Q4 2014 and held it in 25 quarters.
  • Burt Wealth Advisors's Occidental Petroleum position peaked at $116K in Q2 2018.
  • 722 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.