Lake Point Wealth Management’s Occidental Petroleum OXY Stock Holding History

Lake Point 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	$21K	Sell	350 -256	-42%	-$15.7K	0.01%	115
2022 Q1	$34K	Sell	606 -184	-23%	-$8.14K	0.02%	82
2021 Q4	$23K	Hold	790	–	–	0.01%	111
2021 Q3	$23K	Hold	790	–	–	0.01%	100
2021 Q2	$25K	Buy	+790	New	+$21.2K	0.01%	105
2020 Q1	$7K	Hold	590	–	–	0.01%	139
2019 Q4	$24K	Buy	+590	New	+$23.6K	0.01%	190
2019 Q2	$10K	Hold	201	–	–	﹤0.01%	328
2019 Q1	$10K	Sell	201 -6,819	-97%	-$449K	﹤0.01%	328
2018 Q4	$431K	Buy	+7,020	New	+$493K	0.16%	92

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

Lake Point Wealth Management's OXY Position: Q2 2022 in Review

Lake Point Wealth Management reduced its Occidental Petroleum (OXY) stake by 42% in Q2 2022, selling an estimated $15.7K and leaving 350 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #115.

Lake Point Wealth Management first reported a position in OXY in Q4 2018 and has held it in 10 quarters since. The position peaked at $431K in Q4 2018. 1,051 funds tracked by Wall St. Rank hold OXY as of Q2 2022.

Lake Point Wealth Management held 350 shares of Occidental Petroleum worth $21K as of Q2 2022.
Lake Point Wealth Management sold 256 Occidental Petroleum shares in Q2 2022, an estimated $15.7K.
Occidental Petroleum made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #115 holding.
Lake Point Wealth Management first reported a position in Occidental Petroleum in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Occidental Petroleum position peaked at $431K in Q4 2018.
1,051 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.