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WealthStone’s Occidental Petroleum OXY Stock Holding History

WealthStone’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 		$314K Buy
11,814
+528
+5% +$13.2K 0.11% 145
2020
Q4 		$195K Buy
+11,286
New +$155K 0.07% 226
2019
Q3 		– Sell
-17
Closed -$854 – 440
2019
Q2 		$854 Buy
+17
New +$957 ﹤0.01% 707

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

WealthStone's OXY Position: Q1 2021 in Review

WealthStone increased its Occidental Petroleum (OXY) stake by 4.7% in Q1 2021, buying an estimated $13.2K and bringing the position to 11,814 shares worth $314K. The position accounts for 0.11% of the portfolio, ranked #145.

WealthStone first reported a position in OXY in Q2 2019 and has held it in 3 quarters since. 722 funds tracked by Wall St. Rank hold OXY as of Q1 2021.

  • WealthStone held 11,814 shares of Occidental Petroleum worth $314K as of Q1 2021.
  • WealthStone bought 528 Occidental Petroleum shares in Q1 2021, an estimated $13.2K.
  • Occidental Petroleum made up 0.11% of WealthStone's portfolio in Q1 2021, its #145 holding.
  • WealthStone first reported a position in Occidental Petroleum in Q2 2019 and has held it in 3 quarters since.
  • 722 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.