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Engrave Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Engrave 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
-10
Closed – – 476
2020
Q1 		$0 Sell
10
-90
-90% -$2.96K ﹤0.01% 459
2019
Q4 		$4K Buy
+100
New +$4.01K ﹤0.01% 371

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IC
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BlackRock
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State Street
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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

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

Engrave Wealth Partners sold out of Occidental Petroleum (OXY) in Q2 2020, closing a stake of 10 shares.

Engrave Wealth Partners first reported a position in OXY in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 725 funds tracked by Wall St. Rank hold OXY as of Q2 2020.

  • Engrave Wealth Partners reported no remaining Occidental Petroleum position as of Q2 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 10 Occidental Petroleum shares in Q2 2020.
  • Engrave Wealth Partners first reported a position in Occidental Petroleum in Q4 2019 and held it in 2 quarters.
  • Engrave Wealth Partners's Occidental Petroleum position peaked at $4K in Q4 2019.
  • 725 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2020.

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