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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
2022
Q3 		– Sell
-1,500
Closed -$27K – 192
2022
Q2 		$27K Buy
+1,500
New +$92.1K 0.02% 80

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Morgan Stanley
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. 723 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.
  • 723 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.