Regal Wealth Group’s Occidental Petroleum OXY Stock Holding History

Regal Wealth Group’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	-3,500	Closed	-$93K	–	189
2021 Q1	$93K	Sell	3,500 -200	-5%	-$5K	0.05%	67
2020 Q4	$64K	Hold	3,700	–	–	0.04%	81
2020 Q3	$37K	Hold	3,700	–	–	0.03%	96
2020 Q2	$68K	Buy	3,700 +3,500	+1,750%	+$55.1K	0.06%	69
2020 Q1	$2K	Hold	200	–	–	﹤0.01%	164
2019 Q4	$8K	Hold	200	–	–	0.01%	161
2019 Q3	$9K	Hold	200	–	–	0.01%	131
2019 Q2	$10K	Hold	200	–	–	0.01%	121
2019 Q1	$13K	Sell	200 -77	-28%	-$5.07K	0.01%	110
2018 Q4	$17K	Hold	277	–	–	0.02%	102
2018 Q3	$23K	Hold	277	–	–	0.02%	99
2018 Q2	$23K	Hold	277	–	–	0.02%	102
2018 Q1	$18K	Hold	277	–	–	0.01%	110
2017 Q4	$20K	Hold	277	–	–	0.01%	102
2017 Q3	$18K	Hold	277	–	–	0.01%	101
2017 Q2	$17K	Hold	277	–	–	0.01%	102
2017 Q1	$18K	Hold	277	–	–	0.01%	103
2016 Q4	$20K	Hold	277	–	–	0.02%	95
2016 Q3	$20K	Hold	277	–	–	0.02%	96
2016 Q2	$21K	Hold	277	–	–	0.02%	89
2016 Q1	$19K	Hold	277	–	–	0.02%	92
2015 Q4	$19K	Buy	+277	New	+$19.9K	0.02%	92

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

Regal Wealth Group's OXY Position: Q2 2021 in Review

Regal Wealth Group sold out of Occidental Petroleum (OXY) in Q2 2021, closing a stake of 3,500 shares — an estimated $93K sold.

Regal Wealth Group first reported a position in OXY in Q4 2015 and held it in 22 quarters. The position peaked at $93K in Q1 2021. 748 funds tracked by Wall St. Rank hold OXY as of Q2 2021.

Regal Wealth Group reported no remaining Occidental Petroleum position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 3,500 Occidental Petroleum shares in Q2 2021, an estimated $93K.
Regal Wealth Group first reported a position in Occidental Petroleum in Q4 2015 and held it in 22 quarters.
Regal Wealth Group's Occidental Petroleum position peaked at $93K in Q1 2021.
748 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.