Edge Wealth Management’s Occidental Petroleum OXY Stock Holding History

Edge 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 Q3	–	Sell	-473	Closed	-$9K	–	578
2020 Q2	$9K	Hold	473	–	–	﹤0.01%	481
2020 Q1	$5K	Hold	473	–	–	﹤0.01%	481
2019 Q4	$19K	Sell	473 -300	-39%	-$12K	﹤0.01%	343
2019 Q3	$34K	Buy	773 +373	+93%	+$17.6K	0.01%	286
2019 Q2	$20K	Hold	400	–	–	﹤0.01%	341
2019 Q1	$27K	Hold	400	–	–	0.01%	297
2018 Q4	$25K	Sell	400 -20	-5%	-$1.41K	0.01%	304
2018 Q3	$35K	Hold	420	–	–	0.01%	298
2018 Q2	$35K	Hold	420	–	–	0.01%	282
2018 Q1	$27K	Hold	420	–	–	0.01%	278
2017 Q4	$30K	Hold	420	–	–	0.01%	271
2017 Q3	$27K	Buy	420 +389	+1,255%	+$23.7K	0.01%	278
2017 Q2	$2K	Hold	31	–	–	﹤0.01%	481
2017 Q1	$2K	Hold	31	–	–	﹤0.01%	458
2016 Q4	$2K	Hold	31	–	–	﹤0.01%	435
2016 Q3	$2K	Hold	31	–	–	﹤0.01%	439
2016 Q2	$2K	Hold	31	–	–	﹤0.01%	408
2016 Q1	$2K	Hold	31	–	–	﹤0.01%	385
2015 Q4	$2K	Hold	31	–	–	﹤0.01%	398
2015 Q3	$2K	Hold	31	–	–	﹤0.01%	396
2015 Q2	$2K	Buy	31 +20	+182%	+$1.56K	﹤0.01%	391
2015 Q1	$1K	Hold	11	–	–	﹤0.01%	416
2014 Q4	$1K	Buy	11 +1	+10%	+$83	﹤0.01%	399
2014 Q3	$1K	Hold	10	–	–	﹤0.01%	394
2014 Q2	$1K	Hold	10	–	–	﹤0.01%	368
2014 Q1	$1K	Buy	+10	New	+$894	﹤0.01%	385
2013 Q4	–	Sell	-10	Closed	-$1K	–	359
2013 Q3	$1K	Hold	10	–	–	﹤0.01%	322
2013 Q2	$1K	Buy	+10	New	+$845	﹤0.01%	310

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Edge Wealth Management's OXY Position: Q3 2020 in Review

Edge Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2020, closing a stake of 473 shares — an estimated $9K sold.

Edge Wealth Management first reported a position in OXY in Q2 2013 and held it in 28 quarters. The position peaked at $35K in Q3 2018. 680 funds tracked by Wall St. Rank hold OXY as of Q3 2020.

Edge Wealth Management reported no remaining Occidental Petroleum position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 473 Occidental Petroleum shares in Q3 2020, an estimated $9K.
Edge Wealth Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 28 quarters.
Edge Wealth Management's Occidental Petroleum position peaked at $35K in Q3 2018.
680 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.