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Legacy Wealth Partners (California)’s Occidental Petroleum OXY Stock Holding History

Legacy Wealth Partners (California)’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
Q2 		$1.36M Sell
43,520
-2,022
-4% -$54.2K 0.76% 32
2021
Q1 		$1.21M Sell
45,542
-8,515
-16% -$213K 0.71% 34
2020
Q4 		$936K Buy
+54,057
New +$741K 0.59% 39

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Legacy Wealth Partners (California)'s OXY Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its Occidental Petroleum (OXY) stake by 4.4% in Q2 2021, selling an estimated $54.2K and leaving 43,520 shares worth $1.36M. The position accounts for 0.76% of the portfolio, ranked #32.

Legacy Wealth Partners (California) first reported a position in OXY in Q4 2020 and has held it in 3 quarters since. 748 funds tracked by Wall St. Rank hold OXY as of Q2 2021.

  • Legacy Wealth Partners (California) held 43,520 shares of Occidental Petroleum worth $1.36M as of Q2 2021.
  • Legacy Wealth Partners (California) sold 2,022 Occidental Petroleum shares in Q2 2021, an estimated $54.2K.
  • Occidental Petroleum made up 0.76% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #32 holding.
  • Legacy Wealth Partners (California) first reported a position in Occidental Petroleum in Q4 2020 and has held it in 3 quarters since.
  • 748 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.