Jupiter Wealth Management’s Occidental Petroleum OXY Stock Holding History

Jupiter 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 Q2	–	Sell	-7,000	Closed	-$397K	–	76
2022 Q1	$397K	Buy	+7,000	New	+$310K	0.25%	65
2020 Q1	–	Sell	-69,824	Closed	-$3.3M	–	87
2019 Q4	$3.3M	Sell	69,824 -5,545	-7%	-$222K	1.6%	24
2019 Q3	$3.35M	Sell	75,369 -28,570	-27%	-$1.35M	1.79%	24
2019 Q2	$5.32M	Buy	+103,939	New	+$5.85M	2.64%	16

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jupiter Wealth Management's OXY Position: Q2 2022 in Review

Jupiter Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2022, closing a stake of 7,000 shares — an estimated $397K sold.

Jupiter Wealth Management first reported a position in OXY in Q2 2019 and held it in 4 quarters. The position peaked at $5.32M in Q2 2019. 1,051 funds tracked by Wall St. Rank hold OXY as of Q2 2022.

Jupiter Wealth Management reported no remaining Occidental Petroleum position as of Q2 2022 after selling out during the quarter.
Jupiter Wealth Management sold 7,000 Occidental Petroleum shares in Q2 2022, an estimated $397K.
Jupiter Wealth Management first reported a position in Occidental Petroleum in Q2 2019 and held it in 4 quarters.
Jupiter Wealth Management's Occidental Petroleum position peaked at $5.32M in Q2 2019.
1,051 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2022.

Based on Jupiter Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.