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First Heartland Consultants’s Occidental Petroleum OXY Stock Holding History

First Heartland Consultants’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
-4,211
Closed -$238K – 378
2022
Q1 		$238K Buy
+4,211
New +$186K 0.04% 303

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Vanguard Group
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State Street
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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

First Heartland Consultants's OXY Position: Q2 2022 in Review

First Heartland Consultants sold out of Occidental Petroleum (OXY) in Q2 2022, closing a stake of 4,211 shares — an estimated $238K sold.

First Heartland Consultants first reported a position in OXY in Q1 2022 and held it in 1 quarter. The position peaked at $238K in Q1 2022. 1,051 funds tracked by Wall St. Rank hold OXY as of Q2 2022.

  • First Heartland Consultants reported no remaining Occidental Petroleum position as of Q2 2022 after selling out during the quarter.
  • First Heartland Consultants sold 4,211 Occidental Petroleum shares in Q2 2022, an estimated $238K.
  • First Heartland Consultants first reported a position in Occidental Petroleum in Q1 2022 and held it in 1 quarter.
  • First Heartland Consultants's Occidental Petroleum position peaked at $238K in Q1 2022.
  • 1,051 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2022.

Based on First Heartland Consultants's 13F filing for Q2 2022, filed 12 Jul 2022.