LWM
OXY icon

Liberty Wealth Management’s Occidental Petroleum OXY Stock Holding History

Liberty 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
2021
Q3 		– Sell
-3
Closed – – 1222
2021
Q2 		$0 Buy
3
+1
+50% +$27 ﹤0.01% 1150
2021
Q1 		$0 Hold
2
– – ﹤0.01% 1017
2020
Q4 		$0 Sell
2
-1
-33% -$14 ﹤0.01% 1042
2020
Q3 		$0 Sell
3
-122
-98% -$1.72K ﹤0.01% 927
2020
Q2 		$2K Sell
125
-266
-68% -$4.19K ﹤0.01% 748
2020
Q1 		$5K Sell
391
-955
-71% -$31.4K ﹤0.01% 584
2019
Q4 		$55K Buy
1,346
+439
+48% +$17.6K 0.04% 227
2019
Q3 		$40K Buy
907
+242
+36% +$11.4K 0.04% 267
2019
Q2 		$33K Buy
665
+106
+19% +$5.96K 0.03% 323
2019
Q1 		$37K Buy
559
+5
+0.9% +$329 0.03% 250
2018
Q4 		$34K Buy
+554
New +$38.9K 0.03% 240

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liberty Wealth Management's OXY Position: Q3 2021 in Review

Liberty Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2021, closing a stake of 3 shares.

Liberty Wealth Management first reported a position in OXY in Q4 2018 and held it in 11 quarters. The position peaked at $55K in Q4 2019. 757 funds tracked by Wall St. Rank hold OXY as of Q3 2021.

  • Liberty Wealth Management reported no remaining Occidental Petroleum position as of Q3 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 3 Occidental Petroleum shares in Q3 2021.
  • Liberty Wealth Management first reported a position in Occidental Petroleum in Q4 2018 and held it in 11 quarters.
  • Liberty Wealth Management's Occidental Petroleum position peaked at $55K in Q4 2019.
  • 757 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2021.

Based on Liberty Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.