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Straight Path Wealth Management’s Occidental Petroleum OXY Stock Holding History

Straight Path 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
2022
Q1 		– Sell
-13,500
Closed -$391K – 74
2021
Q4 		$391K Buy
+13,500
New +$424K 0.34% 44

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Dodge & Cox
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BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Straight Path Wealth Management's OXY Position: Q1 2022 in Review

Straight Path Wealth Management sold out of Occidental Petroleum (OXY) in Q1 2022, closing a stake of 13,500 shares — an estimated $391K sold.

Straight Path Wealth Management first reported a position in OXY in Q4 2021 and held it in 1 quarter. The position peaked at $391K in Q4 2021. 977 funds tracked by Wall St. Rank hold OXY as of Q1 2022.

  • Straight Path Wealth Management reported no remaining Occidental Petroleum position as of Q1 2022 after selling out during the quarter.
  • Straight Path Wealth Management sold 13,500 Occidental Petroleum shares in Q1 2022, an estimated $391K.
  • Straight Path Wealth Management first reported a position in Occidental Petroleum in Q4 2021 and held it in 1 quarter.
  • Straight Path Wealth Management's Occidental Petroleum position peaked at $391K in Q4 2021.
  • 977 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2022.

Based on Straight Path Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.