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Clarus Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Clarus 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
2019
Q4 		– Sell
-4,737
Closed -$211K – 161
2019
Q3 		$211K Buy
+4,737
New +$224K 0.15% 130

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IC
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Macquarie Group
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Berkshire Hathaway
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Capital World Investors
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Clarus Wealth Advisors's OXY Position: Q4 2019 in Review

Clarus Wealth Advisors sold out of Occidental Petroleum (OXY) in Q4 2019, closing a stake of 4,737 shares — an estimated $211K sold.

Clarus Wealth Advisors first reported a position in OXY in Q3 2019 and held it in 1 quarter. The position peaked at $211K in Q3 2019. 1,048 funds tracked by Wall St. Rank hold OXY as of Q4 2019.

  • Clarus Wealth Advisors reported no remaining Occidental Petroleum position as of Q4 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 4,737 Occidental Petroleum shares in Q4 2019, an estimated $211K.
  • Clarus Wealth Advisors first reported a position in Occidental Petroleum in Q3 2019 and held it in 1 quarter.
  • Clarus Wealth Advisors's Occidental Petroleum position peaked at $211K in Q3 2019.
  • 1,048 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2019.

Based on Clarus Wealth Advisors's 13F filing for Q4 2019, filed 10 Jan 2020.