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Wealth Quarterback’s Occidental Petroleum OXY Stock Holding History

Wealth Quarterback’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
Q3 		$2K Buy
46
+1
+2% +$27 ﹤0.01% 734
2021
Q2 		$2K Buy
+45
New +$1.21K ﹤0.01% 764
2020
Q2 		– Sell
-63
Closed -$730 – 560
2020
Q1 		$730 Sell
63
-819
-93% -$26.9K ﹤0.01% 861
2019
Q4 		$11.1K Buy
+882
New +$35.3K 0.01% 503

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
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
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

Wealth Quarterback's OXY Position: Q3 2021 in Review

Wealth Quarterback increased its Occidental Petroleum (OXY) stake by 2.2% in Q3 2021, buying an estimated $27 and bringing the position to 46 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Wealth Quarterback first reported a position in OXY in Q4 2019 and has held it in 4 quarters since. The position peaked at $11.1K in Q4 2019. 757 funds tracked by Wall St. Rank hold OXY as of Q3 2021.

  • Wealth Quarterback held 46 shares of Occidental Petroleum worth $2K as of Q3 2021.
  • Wealth Quarterback bought 1 Occidental Petroleum share in Q3 2021, an estimated $27.
  • Occidental Petroleum made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #734 holding.
  • Wealth Quarterback first reported a position in Occidental Petroleum in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Occidental Petroleum position peaked at $11.1K in Q4 2019.
  • 757 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.