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Fiduciary Planning’s Occidental Petroleum OXY Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-770
Closed -$20K – 205
2021
Q1 		$20K Hold
770
– – 0.03% 111
2020
Q4 		$13K Buy
+770
New +$10.6K 0.02% 136

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
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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fiduciary Planning's OXY Position: Q2 2021 in Review

Fiduciary Planning sold out of Occidental Petroleum (OXY) in Q2 2021, closing a stake of 770 shares — an estimated $20K sold.

Fiduciary Planning first reported a position in OXY in Q4 2020 and held it in 2 quarters. The position peaked at $20K in Q1 2021. 748 funds tracked by Wall St. Rank hold OXY as of Q2 2021.

  • Fiduciary Planning reported no remaining Occidental Petroleum position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 770 Occidental Petroleum shares in Q2 2021, an estimated $20K.
  • Fiduciary Planning first reported a position in Occidental Petroleum in Q4 2020 and held it in 2 quarters.
  • Fiduciary Planning's Occidental Petroleum position peaked at $20K in Q1 2021.
  • 748 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.