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Abbot Financial Management’s Occidental Petroleum OXY Stock Holding History

Abbot Financial 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
2020
Q1 		– Sell
-7,900
Closed -$326K – 131
2019
Q4 		$326K Sell
7,900
-6,591
-45% -$264K 0.21% 97
2019
Q3 		$644K Sell
14,491
-950
-6% -$44.9K 0.46% 65
2019
Q2 		$776K Sell
15,441
-175
-1% -$9.85K 0.56% 60
2019
Q1 		$1.03M Sell
15,616
-100
-0.6% -$6.59K 0.8% 42
2018
Q4 		$965K Sell
15,716
-500
-3% -$35.1K 0.85% 41
2018
Q3 		$1.33M Buy
16,216
+100
+0.6% +$8.08K 0.99% 35
2018
Q2 		$1.35M Hold
16,116
– – 1.07% 33
2018
Q1 		$1.05M Sell
16,116
-825
-5% -$57.7K 0.84% 45
2017
Q4 		$1.25M Sell
16,941
-234
-1% -$15.9K 0.99% 36
2017
Q3 		$1.13M Buy
17,175
+2,450
+17% +$149K 0.94% 37
2017
Q2 		$882K Buy
+14,725
New +$901K 0.79% 45

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abbot Financial Management's OXY Position: Q1 2020 in Review

Abbot Financial Management sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 7,900 shares — an estimated $326K sold.

Abbot Financial Management first reported a position in OXY in Q2 2017 and held it in 11 quarters. The position peaked at $1.35M in Q2 2018. 799 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • Abbot Financial Management reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • Abbot Financial Management sold 7,900 Occidental Petroleum shares in Q1 2020, an estimated $326K.
  • Abbot Financial Management first reported a position in Occidental Petroleum in Q2 2017 and held it in 11 quarters.
  • Abbot Financial Management's Occidental Petroleum position peaked at $1.35M in Q2 2018.
  • 799 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on Abbot Financial Management's 13F filing for Q1 2020, filed 12 May 2020.