CSat Investment Advisory’s Occidental Petroleum OXY Stock Holding History

CSat Investment Advisory’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	$28K	Sell	1,048 -552	-35%	-$13.8K	0.02%	320
2020 Q4	$28K	Sell	1,600 -32,244	-95%	-$442K	0.03%	279
2020 Q3	$338K	Buy	33,844 +12,572	+59%	+$177K	0.03%	207
2020 Q2	$389K	Buy	21,272 +19,245	+949%	+$303K	0.05%	206
2020 Q1	$24K	Sell	2,027 -474	-19%	-$15.6K	0.01%	694
2019 Q4	$103K	Sell	2,501 -1,100	-31%	-$44.1K	0.03%	352
2019 Q3	$160K	Buy	3,601 +777	+28%	+$36.7K	0.05%	242
2019 Q2	$142K	Buy	2,824 +2,726	+2,782%	+$153K	0.05%	236
2019 Q1	$6K	Buy	98 +22	+29%	+$1.45K	﹤0.01%	489
2018 Q4	$5K	Buy	76 +30	+65%	+$2.11K	﹤0.01%	489
2018 Q3	$4K	Buy	46 +15	+48%	+$1.21K	﹤0.01%	488
2018 Q2	$3K	Buy	+31	New	+$2.48K	﹤0.01%	509

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

CSat Investment Advisory's OXY Position: Q1 2021 in Review

CSat Investment Advisory reduced its Occidental Petroleum (OXY) stake by 35% in Q1 2021, selling an estimated $13.8K and leaving 1,048 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #320.

CSat Investment Advisory first reported a position in OXY in Q2 2018 and has held it in 12 quarters since. The position peaked at $389K in Q2 2020. 723 funds tracked by Wall St. Rank hold OXY as of Q1 2021.

CSat Investment Advisory held 1,048 shares of Occidental Petroleum worth $28K as of Q1 2021.
CSat Investment Advisory sold 552 Occidental Petroleum shares in Q1 2021, an estimated $13.8K.
Occidental Petroleum made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #320 holding.
CSat Investment Advisory first reported a position in Occidental Petroleum in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Occidental Petroleum position peaked at $389K in Q2 2020.
723 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.