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EPG Wealth Management’s Occidental Petroleum OXY Stock Holding History

EPG 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
Q2 		– Sell
-193
Closed -$2K – 578
2020
Q1 		$2K Sell
193
-1,266
-87% -$41.6K ﹤0.01% 697
2019
Q4 		$60K Buy
+1,459
New +$58.4K 0.04% 214

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
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

EPG Wealth Management's OXY Position: Q2 2020 in Review

EPG Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2020, closing a stake of 193 shares — an estimated $2K sold.

EPG Wealth Management first reported a position in OXY in Q4 2019 and held it in 2 quarters. The position peaked at $60K in Q4 2019. 725 funds tracked by Wall St. Rank hold OXY as of Q2 2020.

  • EPG Wealth Management reported no remaining Occidental Petroleum position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 193 Occidental Petroleum shares in Q2 2020, an estimated $2K.
  • EPG Wealth Management first reported a position in Occidental Petroleum in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Occidental Petroleum position peaked at $60K in Q4 2019.
  • 725 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.