Marks Wealth’s Occidental Petroleum OXY Stock Holding History

Marks Wealth’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	-9,148	Closed	-$286K	–	37
2021 Q2	$286K	Buy	+9,148	New	+$245K	0.1%	33

Other funds holding OXY

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

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 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

Marks Wealth's OXY Position: Q3 2021 in Review

Marks Wealth sold out of Occidental Petroleum (OXY) in Q3 2021, closing a stake of 9,148 shares — an estimated $286K sold.

Marks Wealth first reported a position in OXY in Q2 2021 and held it in 1 quarter. The position peaked at $286K in Q2 2021. 757 funds tracked by Wall St. Rank hold OXY as of Q3 2021.

Marks Wealth reported no remaining Occidental Petroleum position as of Q3 2021 after selling out during the quarter.
Marks Wealth sold 9,148 Occidental Petroleum shares in Q3 2021, an estimated $286K.
Marks Wealth first reported a position in Occidental Petroleum in Q2 2021 and held it in 1 quarter.
Marks Wealth's Occidental Petroleum position peaked at $286K in Q2 2021.
757 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2021.

Based on Marks Wealth's 13F filing for Q3 2021, filed 8 Oct 2021.