Wealthcare Capital Management’s Occidental Petroleum OXY Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-202	Closed	-$5K	–	493
2021 Q1	$5K	Buy	+202	New	+$5.05K	﹤0.01%	390
2020 Q1	–	Sell	-95	Closed	-$4K	–	528
2019 Q4	$4K	Buy	+95	New	+$3.81K	﹤0.01%	321
2018 Q1	–	Sell	-28	Closed	-$2K	–	225
2017 Q4	$2K	Buy	+28	New	+$1.9K	﹤0.01%	200
2015 Q2	–	Sell	-46	Closed	-$3K	–	727
2015 Q1	$3K	Buy	+46	New	+$3.56K	﹤0.01%	768
2014 Q4	–	Sell	-113	Closed	-$10K	–	247
2014 Q3	$10K	Hold	113	–	–	﹤0.01%	153
2014 Q2	$11K	Hold	113	–	–	﹤0.01%	124
2014 Q1	$10K	Buy	+113	New	+$10.1K	﹤0.01%	126

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

Wealthcare Capital Management's OXY Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Occidental Petroleum (OXY) in Q2 2021, closing a stake of 202 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in OXY in Q1 2014 and held it in 7 quarters. The position peaked at $11K in Q2 2014. 748 funds tracked by Wall St. Rank hold OXY as of Q2 2021.

Wealthcare Capital Management reported no remaining Occidental Petroleum position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 202 Occidental Petroleum shares in Q2 2021, an estimated $5K.
Wealthcare Capital Management first reported a position in Occidental Petroleum in Q1 2014 and held it in 7 quarters.
Wealthcare Capital Management's Occidental Petroleum position peaked at $11K in Q2 2014.
748 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.