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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
2021
Q1 		– Sell
-10,000
Closed -$173K – 47
2020
Q4 		$173K Sell
10,000
-10,000
-50% -$137K 0.07% 37
2020
Q3 		$200K Hold
20,000
– – 0.26% 25
2020
Q2 		$366K Buy
+20,000
New +$315K 0.34% 27

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
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. 726 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.
  • 726 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.