TPWA
OXY icon

TRUE Private Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

TRUE Private 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
-276
Closed -$4K – 556
2020
Q4 		$4K Buy
276
+1
+0.4% +$14 ﹤0.01% 618
2020
Q3 		$2K Sell
275
-233
-46% -$3.29K ﹤0.01% 630
2020
Q2 		$9K Buy
508
+16
+3% +$252 ﹤0.01% 506
2020
Q1 		$6K Sell
492
-278
-36% -$9.13K ﹤0.01% 506
2019
Q4 		$32K Buy
+770
New +$30.8K ﹤0.01% 424
2019
Q3 		– Sell
-706
Closed -$36K – 571
2019
Q2 		$36K Buy
+706
New +$39.7K 0.01% 382
2018
Q4 		– Sell
-972
Closed -$80.6K – 714
2018
Q3 		$80.6K Buy
+972
New +$78.6K 0.01% 397

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

TRUE Private Wealth Advisors's OXY Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Occidental Petroleum (OXY) in Q1 2021, closing a stake of 276 shares — an estimated $4K sold.

TRUE Private Wealth Advisors first reported a position in OXY in Q3 2018 and held it in 7 quarters. The position peaked at $80.6K in Q3 2018. 722 funds tracked by Wall St. Rank hold OXY as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Occidental Petroleum position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 276 Occidental Petroleum shares in Q1 2021, an estimated $4K.
  • TRUE Private Wealth Advisors first reported a position in Occidental Petroleum in Q3 2018 and held it in 7 quarters.
  • TRUE Private Wealth Advisors's Occidental Petroleum position peaked at $80.6K in Q3 2018.
  • 722 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.