Harvest Group Wealth Management’s Occidental Petroleum OXY Stock Holding History

Harvest Group Wealth Management’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	-534	Closed	-$9K	–	507
2020 Q4	$9K	Buy	534 +1	+0.2%	+$14	0.01%	234
2020 Q3	$5K	Hold	533	–	–	﹤0.01%	265
2020 Q2	$9K	Hold	533	–	–	0.01%	222
2020 Q1	$6K	Hold	533	–	–	0.01%	248
2019 Q4	$21K	Buy	533 +9	+2%	+$361	0.02%	151
2019 Q3	$23K	Buy	524 +9	+2%	+$425	0.03%	146
2019 Q2	$25K	Buy	515 +5	+1%	+$281	0.03%	134
2019 Q1	$34K	Buy	+510	New	+$33.6K	0.03%	112

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harvest Group Wealth Management's OXY Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Occidental Petroleum (OXY) in Q1 2021, closing a stake of 534 shares — an estimated $9K sold.

Harvest Group Wealth Management first reported a position in OXY in Q1 2019 and held it in 8 quarters. The position peaked at $34K in Q1 2019. 722 funds tracked by Wall St. Rank hold OXY as of Q1 2021.

Harvest Group Wealth Management reported no remaining Occidental Petroleum position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 534 Occidental Petroleum shares in Q1 2021, an estimated $9K.
Harvest Group Wealth Management first reported a position in Occidental Petroleum in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Occidental Petroleum position peaked at $34K in Q1 2019.
722 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.