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Regent Peak Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Regent Peak Wealth Advisors’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
-858
Closed -$15K – 726
2020
Q4 		$15K Buy
+858
New +$11.8K 0.01% 502

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Regent Peak Wealth Advisors's OXY Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Occidental Petroleum (OXY) in Q1 2021, closing a stake of 858 shares — an estimated $15K sold.

Regent Peak Wealth Advisors first reported a position in OXY in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 722 funds tracked by Wall St. Rank hold OXY as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Occidental Petroleum position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 858 Occidental Petroleum shares in Q1 2021, an estimated $15K.
  • Regent Peak Wealth Advisors first reported a position in Occidental Petroleum in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Occidental Petroleum position peaked at $15K in Q4 2020.
  • 722 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.