HFA
OXY icon

Hoover Financial Advisors’s Occidental Petroleum OXY Stock Holding History

Hoover Financial 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
Q2 		$4K Hold
117
– – ﹤0.01% 561
2021
Q1 		$3K Hold
117
– – ﹤0.01% 523
2020
Q4 		$3K Buy
+117
New +$1.6K ﹤0.01% 489
2020
Q3 		– Sell
-117
Closed -$2K – 387
2020
Q2 		$2K Buy
+117
New +$1.84K ﹤0.01% 447

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

Hoover Financial Advisors's OXY Position: Q2 2021 in Review

Hoover Financial Advisors held its Occidental Petroleum (OXY) position steady in Q2 2021 at 117 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Hoover Financial Advisors first reported a position in OXY in Q2 2020 and has held it in 4 quarters since. 748 funds tracked by Wall St. Rank hold OXY as of Q2 2021.

  • Hoover Financial Advisors held 117 shares of Occidental Petroleum worth $4K as of Q2 2021.
  • Hoover Financial Advisors left its Occidental Petroleum share count unchanged in Q2 2021.
  • Occidental Petroleum made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #561 holding.
  • Hoover Financial Advisors first reported a position in Occidental Petroleum in Q2 2020 and has held it in 4 quarters since.
  • 748 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.