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Allred Capital Management’s Occidental Petroleum OXY Stock Holding History

Allred 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
-1,190
Closed -$31.7K – 590
2021
Q1 		$31.7K Buy
+1,190
New +$29.8K 0.01% 465
2020
Q1 		– Sell
-2,234
Closed -$92.1K – 534
2019
Q4 		$92.1K Buy
+2,234
New +$89.5K 0.05% 223
2019
Q2 		– Sell
-4,161
Closed -$277K – 186
2019
Q1 		$277K Sell
4,161
-207
-5% -$13.6K 0.16% 144
2018
Q4 		$268K Buy
+4,368
New +$307K 0.18% 133

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
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
IC
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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Allred Capital Management sold out of Occidental Petroleum (OXY) in Q2 2021, closing a stake of 1,190 shares — an estimated $31.7K sold.

Allred Capital Management first reported a position in OXY in Q4 2018 and held it in 4 quarters. The position peaked at $277K in Q1 2019. 748 funds tracked by Wall St. Rank hold OXY as of Q2 2021.

  • Allred Capital Management reported no remaining Occidental Petroleum position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 1,190 Occidental Petroleum shares in Q2 2021, an estimated $31.7K.
  • Allred Capital Management first reported a position in Occidental Petroleum in Q4 2018 and held it in 4 quarters.
  • Allred Capital Management's Occidental Petroleum position peaked at $277K in Q1 2019.
  • 748 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.