American Trust Investment Advisors’s Occidental Petroleum OXY Stock Holding History

American Trust Investment 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	-69,583	Closed	-$2.87M	–	71
2019 Q4	$2.87M	Sell	69,583 -1,395	-2%	-$55.9K	2.09%	20
2019 Q3	$3.16M	Sell	70,978 -620	-0.9%	-$29.3K	2.42%	17
2019 Q2	$3.6M	Buy	71,598 +27,167	+61%	+$1.53M	2.8%	13
2019 Q1	$2.94M	Buy	44,431 +4,761	+12%	+$314K	2.26%	18
2018 Q4	$2.44M	Buy	+39,670	New	+$2.79M	2.16%	21
2015 Q1	–	Sell	-24,817	Closed	-$2M	–	74
2014 Q4	$2M	Buy	+24,817	New	+$2.06M	2.12%	21

Other funds holding OXY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

American Trust Investment Advisors's OXY Position: Q1 2020 in Review

American Trust Investment Advisors sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 69,583 shares — an estimated $2.87M sold.

American Trust Investment Advisors first reported a position in OXY in Q4 2014 and held it in 6 quarters. The position peaked at $3.6M in Q2 2019. 800 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

American Trust Investment Advisors reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
American Trust Investment Advisors sold 69,583 Occidental Petroleum shares in Q1 2020, an estimated $2.87M.
American Trust Investment Advisors first reported a position in Occidental Petroleum in Q4 2014 and held it in 6 quarters.
American Trust Investment Advisors's Occidental Petroleum position peaked at $3.6M in Q2 2019.
800 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on American Trust Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.