Red Door Wealth Management’s Occidental Petroleum OXY Stock Holding History

Red Door 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	-853	Closed	-$26K	–	463
2021 Q2	$26K	Buy	+853	New	+$22.9K	0.01%	318
2020 Q3	–	Sell	-2,329	Closed	-$42K	–	316
2020 Q2	$42K	Sell	2,329 -403	-15%	-$6.35K	0.03%	191
2020 Q1	$31K	Buy	+2,732	New	+$89.7K	0.03%	202

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

Red Door Wealth Management's OXY Position: Q3 2021 in Review

Red Door Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2021, closing a stake of 853 shares — an estimated $26K sold.

Red Door Wealth Management first reported a position in OXY in Q1 2020 and held it in 3 quarters. The position peaked at $42K in Q2 2020. 757 funds tracked by Wall St. Rank hold OXY as of Q3 2021.

Red Door Wealth Management reported no remaining Occidental Petroleum position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 853 Occidental Petroleum shares in Q3 2021, an estimated $26K.
Red Door Wealth Management first reported a position in Occidental Petroleum in Q1 2020 and held it in 3 quarters.
Red Door Wealth Management's Occidental Petroleum position peaked at $42K in Q2 2020.
757 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.