1776 Wealth’s Occidental Petroleum OXY Stock Holding History

1776 Wealth’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
2020 Q2	–	Sell	-40	Closed	-$1K	–	357
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	351
2019 Q4	$1K	Buy	+40	New	+$1.6K	﹤0.01%	324

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

1776 Wealth's OXY Position: Q2 2020 in Review

1776 Wealth sold out of Occidental Petroleum (OXY) in Q2 2020, closing a stake of 40 shares — an estimated $1K sold.

1776 Wealth first reported a position in OXY in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 725 funds tracked by Wall St. Rank hold OXY as of Q2 2020.

1776 Wealth reported no remaining Occidental Petroleum position as of Q2 2020 after selling out during the quarter.
1776 Wealth sold 40 Occidental Petroleum shares in Q2 2020, an estimated $1K.
1776 Wealth first reported a position in Occidental Petroleum in Q4 2019 and held it in 2 quarters.
1776 Wealth's Occidental Petroleum position peaked at $1K in Q1 2020.
725 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2020.

Based on 1776 Wealth's 13F filing for Q2 2020, filed 4 Aug 2020.