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Buckley Wealth Management’s Occidental Petroleum OXY Stock Holding History

Buckley Wealth 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
Q4 		– Sell
-23,084
Closed -$231K – 124
2020
Q3 		$231K Sell
23,084
-15,003
-39% -$212K 0.1% 102
2020
Q2 		$697K Sell
38,087
-4,348
-10% -$68.5K 0.32% 60
2020
Q1 		$491K Buy
42,435
+2,106
+5% +$69.2K 0.27% 75
2019
Q4 		$1.66M Buy
40,329
+12,569
+45% +$504K 0.75% 28
2019
Q3 		$1.23M Buy
27,760
+10,386
+60% +$491K 0.6% 32
2019
Q2 		$874K Sell
17,374
-562
-3% -$31.6K 0.41% 39
2019
Q1 		$1.19M Buy
17,936
+1,520
+9% +$100K 0.56% 33
2018
Q4 		$1.01M Sell
16,416
-1,393
-8% -$97.9K 0.52% 34
2018
Q3 		$1.46M Buy
17,809
+615
+4% +$49.7K 0.64% 35
2018
Q2 		$1.44M Sell
17,194
-297
-2% -$23.7K 0.68% 35
2018
Q1 		$1.14M Sell
17,491
-500
-3% -$35K 0.56% 40
2017
Q4 		$1.32M Buy
+17,991
New +$1.22M 0.66% 38

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Buckley Wealth Management's OXY Position: Q4 2020 in Review

Buckley Wealth Management sold out of Occidental Petroleum (OXY) in Q4 2020, closing a stake of 23,084 shares — an estimated $231K sold.

Buckley Wealth Management first reported a position in OXY in Q4 2017 and held it in 12 quarters. The position peaked at $1.66M in Q4 2019. 696 funds tracked by Wall St. Rank hold OXY as of Q4 2020.

  • Buckley Wealth Management reported no remaining Occidental Petroleum position as of Q4 2020 after selling out during the quarter.
  • Buckley Wealth Management sold 23,084 Occidental Petroleum shares in Q4 2020, an estimated $231K.
  • Buckley Wealth Management first reported a position in Occidental Petroleum in Q4 2017 and held it in 12 quarters.
  • Buckley Wealth Management's Occidental Petroleum position peaked at $1.66M in Q4 2019.
  • 696 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2020.

Based on Buckley Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.