CAZ Investments’s Occidental Petroleum OXY Stock Holding History

CAZ Investments’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 Q2	–	Sell	-33,100	Closed	-$521K	–	49
2020 Q1	$383K	Buy	+33,100	New	+$1.09M	0.98%	22

Other funds holding OXY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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

JIM

JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CAZ Investments's OXY Position: Q2 2020 in Review

CAZ Investments sold out of Occidental Petroleum (OXY) in Q2 2020, closing a stake of 33,100 shares — an estimated $521K sold.

CAZ Investments first reported a position in OXY in Q1 2020 and held it in 1 quarter. The position peaked at $383K in Q1 2020. 725 funds tracked by Wall St. Rank hold OXY as of Q2 2020.

CAZ Investments reported no remaining Occidental Petroleum position as of Q2 2020 after selling out during the quarter.
CAZ Investments sold 33,100 Occidental Petroleum shares in Q2 2020, an estimated $521K.
CAZ Investments first reported a position in Occidental Petroleum in Q1 2020 and held it in 1 quarter.
CAZ Investments's Occidental Petroleum position peaked at $383K in Q1 2020.
725 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2020.

Based on CAZ Investments's 13F filing for Q2 2020, filed 12 Aug 2020.