Cowen Prime Advisors’s Occidental Petroleum OXY Stock Holding History

Cowen Prime 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	-550	Closed	-$10K	–	177
2020 Q4	$10K	Hold	550	–	–	﹤0.01%	150
2020 Q3	$6K	Buy	+550	New	+$7.75K	﹤0.01%	161
2020 Q2	–	Sell	-550	Closed	-$6K	–	204
2020 Q1	$6K	Hold	550	–	–	﹤0.01%	171
2019 Q4	$23K	Hold	550	–	–	0.01%	135
2019 Q3	$24K	Hold	550	–	–	0.01%	127
2019 Q2	$28K	Hold	550	–	–	0.01%	133
2019 Q1	$36K	Hold	550	–	–	0.02%	127
2018 Q4	$34K	Hold	550	–	–	0.02%	131
2018 Q3	$45K	Hold	550	–	–	0.02%	148
2018 Q2	$46K	Hold	550	–	–	0.02%	145
2018 Q1	$36K	Hold	550	–	–	0.02%	148
2017 Q4	$41K	Hold	550	–	–	0.02%	145
2017 Q3	$35K	Hold	550	–	–	0.02%	144
2017 Q2	$33K	Hold	550	–	–	0.02%	149
2017 Q1	$35K	Hold	550	–	–	0.02%	143
2016 Q4	$39K	Hold	550	–	–	0.02%	138
2016 Q3	$40K	Hold	550	–	–	0.02%	176
2016 Q2	$42K	Hold	550	–	–	0.02%	151
2016 Q1	$38K	Sell	550 -1	-0.2%	-$67	0.02%	155
2015 Q4	$37K	Hold	551	–	–	0.02%	155
2015 Q3	$36K	Hold	551	–	–	0.02%	168
2015 Q2	$43K	Hold	551	–	–	0.02%	167
2015 Q1	$40K	Hold	551	–	–	0.02%	196
2014 Q4	$44K	Sell	551 -23	-4%	-$1.91K	0.02%	202
2014 Q3	$53K	Hold	574	–	–	0.02%	183
2014 Q2	$56K	Hold	574	–	–	0.02%	169
2014 Q1	$52K	Sell	574 -2,088	-78%	-$187K	0.02%	167
2013 Q4	$243K	Hold	2,662	–	–	0.09%	90
2013 Q3	$239K	Buy	2,662 +1,044	+65%	+$89.7K	0.09%	103
2013 Q2	$140K	Buy	+1,618	New	+$137K	0.06%	126

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cowen Prime Advisors's OXY Position: Q1 2021 in Review

Cowen Prime Advisors sold out of Occidental Petroleum (OXY) in Q1 2021, closing a stake of 550 shares — an estimated $10K sold.

Cowen Prime Advisors first reported a position in OXY in Q2 2013 and held it in 30 quarters. The position peaked at $243K in Q4 2013. 722 funds tracked by Wall St. Rank hold OXY as of Q1 2021.

Cowen Prime Advisors reported no remaining Occidental Petroleum position as of Q1 2021 after selling out during the quarter.
Cowen Prime Advisors sold 550 Occidental Petroleum shares in Q1 2021, an estimated $10K.
Cowen Prime Advisors first reported a position in Occidental Petroleum in Q2 2013 and held it in 30 quarters.
Cowen Prime Advisors's Occidental Petroleum position peaked at $243K in Q4 2013.
722 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2021.

Based on Cowen Prime Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.