MPS Loria Financial Planners’s Occidental Petroleum OXY Stock Holding History

MPS Loria Financial Planners’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	–	Sell	-489	Closed	-$13K	–	438
2021 Q1	$13K	Sell	489 -194	-28%	-$4.85K	0.01%	275
2020 Q4	$12K	Buy	683 +96	+16%	+$1.32K	0.01%	283
2020 Q3	$6K	Sell	587 -749	-56%	-$10.6K	﹤0.01%	268
2020 Q2	$24K	Buy	+1,336	New	+$21K	0.01%	186
2018 Q4	–	Sell	-2,506	Closed	-$206K	–	77
2018 Q3	$206K	Buy	2,506 +7	+0.3%	+$566	0.13%	73
2018 Q2	$209K	Buy	+2,499	New	+$200K	0.21%	64
2017 Q3	–	Sell	-2,420	Closed	-$147K	–	265
2017 Q2	$147K	Buy	+2,420	New	+$148K	0.1%	89

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

MPS Loria Financial Planners's OXY Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Occidental Petroleum (OXY) in Q2 2021, closing a stake of 489 shares — an estimated $13K sold.

MPS Loria Financial Planners first reported a position in OXY in Q2 2017 and held it in 7 quarters. The position peaked at $209K in Q2 2018. 749 funds tracked by Wall St. Rank hold OXY as of Q2 2021.

MPS Loria Financial Planners reported no remaining Occidental Petroleum position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 489 Occidental Petroleum shares in Q2 2021, an estimated $13K.
MPS Loria Financial Planners first reported a position in Occidental Petroleum in Q2 2017 and held it in 7 quarters.
MPS Loria Financial Planners's Occidental Petroleum position peaked at $209K in Q2 2018.
749 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.