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Filbrandt Wealth Management’s Occidental Petroleum OXY Stock Holding History

Filbrandt 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
Q3 		– Sell
-257
Closed -$5K – 292
2020
Q2 		$5K Buy
+257
New +$4.05K ﹤0.01% 271

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IC
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State Street
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Geode Capital Management
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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

Filbrandt Wealth Management's OXY Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2020, closing a stake of 257 shares — an estimated $5K sold.

Filbrandt Wealth Management first reported a position in OXY in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 681 funds tracked by Wall St. Rank hold OXY as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining Occidental Petroleum position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 257 Occidental Petroleum shares in Q3 2020, an estimated $5K.
  • Filbrandt Wealth Management first reported a position in Occidental Petroleum in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's Occidental Petroleum position peaked at $5K in Q2 2020.
  • 681 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.