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Lebenthal Global Advisors’s Occidental Petroleum OXY Stock Holding History

Lebenthal Global 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
Q1 		– Sell
-1,700
Closed -$29K – 416
2020
Q4 		$29K Buy
+1,700
New +$23.3K 0.02% 337

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JIM
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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Lebenthal Global Advisors's OXY Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Occidental Petroleum (OXY) in Q1 2021, closing a stake of 1,700 shares — an estimated $29K sold.

Lebenthal Global Advisors first reported a position in OXY in Q4 2020 and held it in 1 quarter. The position peaked at $29K in Q4 2020. 722 funds tracked by Wall St. Rank hold OXY as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Occidental Petroleum position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 1,700 Occidental Petroleum shares in Q1 2021, an estimated $29K.
  • Lebenthal Global Advisors first reported a position in Occidental Petroleum in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Occidental Petroleum position peaked at $29K in Q4 2020.
  • 722 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.