Evolution Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Evolution 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 Q4	–	Sell	-1,741	Closed	-$51K	–	485
2021 Q3	$51K	Buy	1,741 +763	+78%	+$20.4K	0.01%	206
2021 Q2	$31K	Buy	978 +261	+36%	+$7K	0.01%	250
2021 Q1	$19K	Sell	717 -105,376	-99%	-$2.64M	﹤0.01%	305
2020 Q4	$1.84M	Buy	+106,093	New	+$1.45M	0.41%	47
2020 Q3	–	Sell	-117	Closed	-$2K	–	600
2020 Q2	$2K	Buy	+117	New	+$1.84K	﹤0.01%	496
2020 Q1	–	Sell	-303	Closed	-$12K	–	554
2019 Q4	$12K	Buy	303 +111	+58%	+$4.45K	﹤0.01%	272
2019 Q3	$9K	Buy	192 +106	+123%	+$5.01K	﹤0.01%	192
2019 Q2	$4K	Buy	+86	New	+$4.84K	﹤0.01%	304

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

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

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

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Evolution Wealth Advisors's OXY Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Occidental Petroleum (OXY) in Q4 2021, closing a stake of 1,741 shares — an estimated $51K sold.

Evolution Wealth Advisors first reported a position in OXY in Q2 2019 and held it in 8 quarters. The position peaked at $1.84M in Q4 2020. 812 funds tracked by Wall St. Rank hold OXY as of Q4 2021.

Evolution Wealth Advisors reported no remaining Occidental Petroleum position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 1,741 Occidental Petroleum shares in Q4 2021, an estimated $51K.
Evolution Wealth Advisors first reported a position in Occidental Petroleum in Q2 2019 and held it in 8 quarters.
Evolution Wealth Advisors's Occidental Petroleum position peaked at $1.84M in Q4 2020.
812 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.