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IBEX Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

IBEX Wealth 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
Q4 		– Sell
-400
Closed -$12K – 352
2021
Q3 		$12K Buy
+400
New +$10.7K ﹤0.01% 350
2017
Q1 		– Sell
-436
Closed -$30K – 278
2016
Q4 		$30K Buy
+436
New +$31K 0.01% 197

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

IBEX Wealth Advisors's OXY Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Occidental Petroleum (OXY) in Q4 2021, closing a stake of 400 shares — an estimated $12K sold.

IBEX Wealth Advisors first reported a position in OXY in Q4 2016 and held it in 2 quarters. The position peaked at $30K in Q4 2016. 812 funds tracked by Wall St. Rank hold OXY as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Occidental Petroleum position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 400 Occidental Petroleum shares in Q4 2021, an estimated $12K.
  • IBEX Wealth Advisors first reported a position in Occidental Petroleum in Q4 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's Occidental Petroleum position peaked at $30K in Q4 2016.
  • 812 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.