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Evercore Wealth Management’s Occidental Petroleum OXY Stock Holding History

Evercore 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
Q1 		– Sell
-5,208
Closed -$215K – 400
2019
Q4 		$215K Sell
5,208
-1,640
-24% -$65.7K 0.01% 381
2019
Q3 		$305K Sell
6,848
-7,213
-51% -$341K 0.01% 339
2019
Q2 		$707K Buy
14,061
+3,933
+39% +$221K 0.02% 239
2019
Q1 		$670K Sell
10,128
-3,028
-23% -$200K 0.02% 241
2018
Q4 		$807K Sell
13,156
-339
-3% -$23.8K 0.03% 200
2018
Q3 		$1.11M Sell
13,495
-1,282
-9% -$104K 0.04% 188
2018
Q2 		$1.24M Buy
14,777
+6,290
+74% +$502K 0.04% 178
2018
Q1 		$552K Sell
8,487
-812
-9% -$56.8K 0.02% 234
2017
Q4 		$685K Sell
9,299
-311
-3% -$21.1K 0.03% 223
2017
Q3 		$617K Sell
9,610
-483
-5% -$29.4K 0.02% 227
2017
Q2 		$604K Sell
10,093
-3,530
-26% -$216K 0.02% 235
2017
Q1 		$864K Buy
13,623
+3,834
+39% +$255K 0.03% 198
2016
Q4 		$697K Buy
9,789
+2,428
+33% +$172K 0.03% 220
2016
Q3 		$537K Sell
7,361
-4
-0.1% -$299 0.02% 242
2016
Q2 		$556K Buy
7,365
+265
+4% +$19.8K 0.02% 229
2016
Q1 		$486K Sell
7,100
-5,034
-41% -$337K 0.02% 243
2015
Q4 		$819K Sell
12,134
-898
-7% -$64.6K 0.04% 200
2015
Q3 		$859K Sell
13,032
-770
-6% -$53.8K 0.04% 194
2015
Q2 		$1.07M Sell
13,802
-3,047
-18% -$238K 0.05% 194
2015
Q1 		$1.23M Sell
16,849
-516
-3% -$39.9K 0.06% 173
2014
Q4 		$1.4M Sell
17,365
-553
-3% -$45.9K 0.07% 149
2014
Q3 		$1.65M Buy
17,918
+1,562
+10% +$150K 0.08% 151
2014
Q2 		$1.61M Buy
16,356
+482
+3% +$45.3K 0.08% 147
2014
Q1 		$1.45M Sell
15,874
-10,954
-41% -$979K 0.08% 154
2013
Q4 		$2.44M Buy
26,828
+8,544
+47% +$780K 0.13% 130
2013
Q3 		$1.64M Buy
18,284
+16
+0.1% +$1.38K 0.09% 175
2013
Q2 		$1.56M Buy
+18,268
New +$1.54M 0.09% 173

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evercore Wealth Management's OXY Position: Q1 2020 in Review

Evercore Wealth Management sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 5,208 shares — an estimated $215K sold.

Evercore Wealth Management first reported a position in OXY in Q2 2013 and held it in 27 quarters. The position peaked at $2.44M in Q4 2013. 799 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • Evercore Wealth Management reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • Evercore Wealth Management sold 5,208 Occidental Petroleum shares in Q1 2020, an estimated $215K.
  • Evercore Wealth Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 27 quarters.
  • Evercore Wealth Management's Occidental Petroleum position peaked at $2.44M in Q4 2013.
  • 799 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on Evercore Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.