Lenox Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Lenox Wealth 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
2022 Q1	$2K	Buy	39 +17	+77%	+$752	﹤0.01%	656
2021 Q4	$1K	Buy	+22	New	+$690	﹤0.01%	887
2021 Q3	–	Sell	-97	Closed	-$3K	–	765
2021 Q2	$3K	Hold	97	–	–	﹤0.01%	619
2021 Q1	$3K	Sell	97 -3	-3%	-$75	﹤0.01%	576
2020 Q4	$2K	Buy	100 +3	+3%	+$41	﹤0.01%	581
2020 Q3	$1K	Hold	97	–	–	﹤0.01%	557
2020 Q2	$2K	Hold	97	–	–	﹤0.01%	526
2020 Q1	$1K	Sell	97 -6	-6%	-$197	﹤0.01%	711
2019 Q4	$4K	Buy	+103	New	+$4.13K	﹤0.01%	513
2019 Q1	–	Sell	-602	Closed	-$37K	–	624
2018 Q4	$37K	Buy	+602	New	+$42.3K	0.01%	145
2017 Q4	–	Sell	-2	Closed	–	–	437
2017 Q3	$0	Buy	+2	New	+$122	﹤0.01%	271
2017 Q1	–	Sell	-166	Closed	-$12K	–	107
2016 Q4	$12K	Sell	166 -602	-78%	-$42.8K	﹤0.01%	93
2016 Q3	$56K	Hold	768	–	–	0.02%	78
2016 Q2	$58K	Sell	768 -44	-5%	-$3.29K	0.02%	80
2016 Q1	$56K	Sell	812 -77	-9%	-$5.16K	0.02%	82
2015 Q4	$60K	Buy	889 +45	+5%	+$3.24K	0.02%	73
2015 Q3	$56K	Hold	844	–	–	0.02%	76
2015 Q2	$66K	Hold	844	–	–	0.03%	53
2015 Q1	$62K	Hold	844	–	–	0.03%	71
2014 Q4	$68K	Buy	844 +42	+5%	+$3.48K	0.03%	66
2014 Q3	$74K	Sell	802 -96	-11%	-$9.21K	0.03%	58
2014 Q2	$88K	Sell	898 -77	-8%	-$7.24K	0.04%	44
2014 Q1	$89K	Buy	975 +262	+37%	+$23.4K	0.05%	37
2013 Q4	$65K	Buy	713 +85	+14%	+$7.76K	0.05%	59
2013 Q3	$56K	Sell	628 -150	-19%	-$12.9K	0.05%	33
2013 Q2	$66K	Buy	+778	New	+$65.7K	0.07%	26

Other funds holding OXY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Advisors's OXY Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Occidental Petroleum (OXY) stake by 77% in Q1 2022, buying an estimated $752 and bringing the position to 39 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Lenox Wealth Advisors first reported a position in OXY in Q2 2013 and has held it in 26 quarters since. The position peaked at $89K in Q1 2014. 978 funds tracked by Wall St. Rank hold OXY as of Q1 2022.

Lenox Wealth Advisors held 39 shares of Occidental Petroleum worth $2K as of Q1 2022.
Lenox Wealth Advisors bought 17 Occidental Petroleum shares in Q1 2022, an estimated $752.
Occidental Petroleum made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #656 holding.
Lenox Wealth Advisors first reported a position in Occidental Petroleum in Q2 2013 and has held it in 26 quarters since.
Lenox Wealth Advisors's Occidental Petroleum position peaked at $89K in Q1 2014.
978 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.