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Ellevest Inc’s Occidental Petroleum OXY Stock Holding History

Ellevest Inc’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
-283
Closed -$5K – 1267
2020
Q2 		$5K Buy
+283
New +$4.46K ﹤0.01% 749
2019
Q2 		– Sell
-93
Closed -$6K – 443
2019
Q1 		$6K Buy
+93
New +$6.13K ﹤0.01% 228

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ellevest Inc's OXY Position: Q3 2020 in Review

Ellevest Inc sold out of Occidental Petroleum (OXY) in Q3 2020, closing a stake of 283 shares — an estimated $5K sold.

Ellevest Inc first reported a position in OXY in Q1 2019 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 680 funds tracked by Wall St. Rank hold OXY as of Q3 2020.

  • Ellevest Inc reported no remaining Occidental Petroleum position as of Q3 2020 after selling out during the quarter.
  • Ellevest Inc sold 283 Occidental Petroleum shares in Q3 2020, an estimated $5K.
  • Ellevest Inc first reported a position in Occidental Petroleum in Q1 2019 and held it in 2 quarters.
  • Ellevest Inc's Occidental Petroleum position peaked at $6K in Q1 2019.
  • 680 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2020.

Based on Ellevest Inc's 13F filing for Q3 2020, filed 26 Oct 2020.