Seven Springs Wealth Group’s Occidental Petroleum OXY Stock Holding History

Seven Springs 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	-360	Closed	-$10K	–	123
2021 Q1	$10K	Hold	360	–	–	﹤0.01%	125
2020 Q4	$6K	Hold	360	–	–	﹤0.01%	129
2020 Q3	$4K	Hold	360	–	–	﹤0.01%	124
2020 Q2	$7K	Hold	360	–	–	﹤0.01%	121
2020 Q1	$4K	Hold	360	–	–	﹤0.01%	124
2019 Q4	$15K	Buy	+360	New	+$14.4K	0.01%	143

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

Seven Springs Wealth Group's OXY Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of Occidental Petroleum (OXY) in Q2 2021, closing a stake of 360 shares — an estimated $10K sold.

Seven Springs Wealth Group first reported a position in OXY in Q4 2019 and held it in 6 quarters. The position peaked at $15K in Q4 2019. 748 funds tracked by Wall St. Rank hold OXY as of Q2 2021.

Seven Springs Wealth Group reported no remaining Occidental Petroleum position as of Q2 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 360 Occidental Petroleum shares in Q2 2021, an estimated $10K.
Seven Springs Wealth Group first reported a position in Occidental Petroleum in Q4 2019 and held it in 6 quarters.
Seven Springs Wealth Group's Occidental Petroleum position peaked at $15K in Q4 2019.
748 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.