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Equitec Specialists’s Occidental Petroleum OXY Stock Holding History

Equitec Specialists’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
Q2 		– Sell
-66,748
Closed -$1.78M – 61
2021
Q1 		$1.78M Buy
66,748
+31,817
+91% +$796K 0.34% 49
2020
Q4 		$605K Buy
+34,931
New +$479K 0.04% 81

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Icahn Carl
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Equitec Specialists's OXY Position: Q2 2021 in Review

Equitec Specialists sold out of Occidental Petroleum (OXY) in Q2 2021, closing a stake of 66,748 shares — an estimated $1.78M sold.

Equitec Specialists first reported a position in OXY in Q4 2020 and held it in 2 quarters. The position peaked at $1.78M in Q1 2021. 749 funds tracked by Wall St. Rank hold OXY as of Q2 2021.

  • Equitec Specialists reported no remaining Occidental Petroleum position as of Q2 2021 after selling out during the quarter.
  • Equitec Specialists sold 66,748 Occidental Petroleum shares in Q2 2021, an estimated $1.78M.
  • Equitec Specialists first reported a position in Occidental Petroleum in Q4 2020 and held it in 2 quarters.
  • Equitec Specialists's Occidental Petroleum position peaked at $1.78M in Q1 2021.
  • 749 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2021.

Based on Equitec Specialists's 13F filing for Q2 2021, filed 20 Jul 2021.