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CFM Wealth Partners’s Occidental Petroleum OXY Stock Holding History

CFM Wealth Partners’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
-1,871
Closed -$22K – 537
2020
Q1 		$22K Buy
1,871
+1,578
+539% +$51.8K 0.01% 361
2019
Q4 		$14K Buy
+293
New +$11.7K 0.01% 391

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IC
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CFM Wealth Partners's OXY Position: Q2 2020 in Review

CFM Wealth Partners sold out of Occidental Petroleum (OXY) in Q2 2020, closing a stake of 1,871 shares — an estimated $22K sold.

CFM Wealth Partners first reported a position in OXY in Q4 2019 and held it in 2 quarters. The position peaked at $22K in Q1 2020. 725 funds tracked by Wall St. Rank hold OXY as of Q2 2020.

  • CFM Wealth Partners reported no remaining Occidental Petroleum position as of Q2 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,871 Occidental Petroleum shares in Q2 2020, an estimated $22K.
  • CFM Wealth Partners first reported a position in Occidental Petroleum in Q4 2019 and held it in 2 quarters.
  • CFM Wealth Partners's Occidental Petroleum position peaked at $22K in Q1 2020.
  • 725 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2020.

Based on CFM Wealth Partners's 13F filing for Q2 2020, filed 14 Aug 2020.