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Personal Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Personal Wealth Partners’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
-1,000
Closed -$31K – 302
2021
Q2 		$31K Buy
+1,000
New +$26.8K 0.01% 183
2020
Q1 		– Sell
-115
Closed -$5K – 442
2019
Q4 		$5K Hold
115
– – ﹤0.01% 273
2019
Q3 		$5K Sell
115
-54
-32% -$2.55K ﹤0.01% 275
2019
Q2 		$8K Buy
+169
New +$9.51K ﹤0.01% 224

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

Personal Wealth Partners's OXY Position: Q3 2021 in Review

Personal Wealth Partners sold out of Occidental Petroleum (OXY) in Q3 2021, closing a stake of 1,000 shares — an estimated $31K sold.

Personal Wealth Partners first reported a position in OXY in Q2 2019 and held it in 4 quarters. The position peaked at $31K in Q2 2021. 757 funds tracked by Wall St. Rank hold OXY as of Q3 2021.

  • Personal Wealth Partners reported no remaining Occidental Petroleum position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 1,000 Occidental Petroleum shares in Q3 2021, an estimated $31K.
  • Personal Wealth Partners first reported a position in Occidental Petroleum in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Occidental Petroleum position peaked at $31K in Q2 2021.
  • 757 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.