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Ackerman Capital Advisors’s Occidental Petroleum OXY Stock Holding History

Ackerman Capital Advisors’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
-12,000
Closed -$495K – 166
2019
Q4 		$495K Buy
+12,000
New +$481K 0.15% 84
2018
Q1 		$221K Buy
+3,001
New +$210K 0.09% 76

Other funds holding OXY

Dodge & Cox
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IC
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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

Ackerman Capital Advisors's OXY Position: Q1 2020 in Review

Ackerman Capital Advisors sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 12,000 shares — an estimated $495K sold.

Ackerman Capital Advisors first reported a position in OXY in Q1 2018 and held it in 2 quarters. The position peaked at $495K in Q4 2019. 799 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • Ackerman Capital Advisors reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • Ackerman Capital Advisors sold 12,000 Occidental Petroleum shares in Q1 2020, an estimated $495K.
  • Ackerman Capital Advisors first reported a position in Occidental Petroleum in Q1 2018 and held it in 2 quarters.
  • Ackerman Capital Advisors's Occidental Petroleum position peaked at $495K in Q4 2019.
  • 799 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on Ackerman Capital Advisors's 13F filing for Q1 2020, filed 14 Aug 2020.