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Planned Solutions’s Occidental Petroleum OXY Stock Holding History

Planned Solutions’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
Q1 		– Sell
-180
Closed -$3K – 299
2020
Q4 		$3K Hold
180
– – ﹤0.01% 423
2020
Q3 		$2K Buy
+180
New +$2.54K ﹤0.01% 313

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Planned Solutions's OXY Position: Q1 2021 in Review

Planned Solutions sold out of Occidental Petroleum (OXY) in Q1 2021, closing a stake of 180 shares — an estimated $3K sold.

Planned Solutions first reported a position in OXY in Q3 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 722 funds tracked by Wall St. Rank hold OXY as of Q1 2021.

  • Planned Solutions reported no remaining Occidental Petroleum position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 180 Occidental Petroleum shares in Q1 2021, an estimated $3K.
  • Planned Solutions first reported a position in Occidental Petroleum in Q3 2020 and held it in 2 quarters.
  • Planned Solutions's Occidental Petroleum position peaked at $3K in Q4 2020.
  • 722 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.