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Kowal Investment Group’s Occidental Petroleum OXY Stock Holding History

Kowal Investment Group’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
-1,010
Closed -$30K – 680
2021
Q3 		$30K Buy
+1,010
New +$27K 0.01% 314

Other funds holding OXY

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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

Kowal Investment Group's OXY Position: Q4 2021 in Review

Kowal Investment Group sold out of Occidental Petroleum (OXY) in Q4 2021, closing a stake of 1,010 shares — an estimated $30K sold.

Kowal Investment Group first reported a position in OXY in Q3 2021 and held it in 1 quarter. The position peaked at $30K in Q3 2021. 812 funds tracked by Wall St. Rank hold OXY as of Q4 2021.

  • Kowal Investment Group reported no remaining Occidental Petroleum position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 1,010 Occidental Petroleum shares in Q4 2021, an estimated $30K.
  • Kowal Investment Group first reported a position in Occidental Petroleum in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Occidental Petroleum position peaked at $30K in Q3 2021.
  • 812 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.