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Crestmont Private Wealth’s Occidental Petroleum OXY Stock Holding History

Crestmont Private Wealth’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
2022
Q2 		– Sell
-1,879
Closed -$107K – 42
2022
Q1 		$107K Hold
1,879
– – 0.1% 24
2021
Q4 		$54K Buy
+1,879
New +$59K 0.05% 28

Other funds holding OXY

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Crestmont Private Wealth's OXY Position: Q2 2022 in Review

Crestmont Private Wealth sold out of Occidental Petroleum (OXY) in Q2 2022, closing a stake of 1,879 shares — an estimated $107K sold.

Crestmont Private Wealth first reported a position in OXY in Q4 2021 and held it in 2 quarters. The position peaked at $107K in Q1 2022. 1,051 funds tracked by Wall St. Rank hold OXY as of Q2 2022.

  • Crestmont Private Wealth reported no remaining Occidental Petroleum position as of Q2 2022 after selling out during the quarter.
  • Crestmont Private Wealth sold 1,879 Occidental Petroleum shares in Q2 2022, an estimated $107K.
  • Crestmont Private Wealth first reported a position in Occidental Petroleum in Q4 2021 and held it in 2 quarters.
  • Crestmont Private Wealth's Occidental Petroleum position peaked at $107K in Q1 2022.
  • 1,051 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2022.

Based on Crestmont Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.