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JFG Wealth Management’s Occidental Petroleum OXY Stock Holding History

JFG 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
2020
Q4 		– Sell
-5,000
Closed -$50K – 60
2020
Q3 		$50K Buy
+5,000
New +$70.5K 0.04% 40

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
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AL
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JFG Wealth Management's OXY Position: Q4 2020 in Review

JFG Wealth Management sold out of Occidental Petroleum (OXY) in Q4 2020, closing a stake of 5,000 shares — an estimated $50K sold.

JFG Wealth Management first reported a position in OXY in Q3 2020 and held it in 1 quarter. The position peaked at $50K in Q3 2020. 696 funds tracked by Wall St. Rank hold OXY as of Q4 2020.

  • JFG Wealth Management reported no remaining Occidental Petroleum position as of Q4 2020 after selling out during the quarter.
  • JFG Wealth Management sold 5,000 Occidental Petroleum shares in Q4 2020, an estimated $50K.
  • JFG Wealth Management first reported a position in Occidental Petroleum in Q3 2020 and held it in 1 quarter.
  • JFG Wealth Management's Occidental Petroleum position peaked at $50K in Q3 2020.
  • 696 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2020.

Based on JFG Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.