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Financial Architects (New Jersey)’s Occidental Petroleum OXY Stock Holding History

Financial Architects (New Jersey)’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
-1,000
Closed -$18K – 609
2020
Q2 		$18K Sell
1,000
-73
-7% -$1.15K ﹤0.01% 557
2020
Q1 		$12K Buy
1,073
+1,000
+1,370% +$32.8K ﹤0.01% 588
2019
Q4 		$3K Sell
73
-1,743
-96% -$69.8K ﹤0.01% 816
2019
Q3 		$81K Buy
1,816
+538
+42% +$25.4K 0.02% 363
2019
Q2 		$64K Buy
1,278
+781
+157% +$44K 0.01% 460
2019
Q1 		$33K Buy
497
+2
+0.4% +$132 0.01% 737
2018
Q4 		$30K Sell
495
-32
-6% -$2.25K 0.01% 691
2018
Q3 		$43K Sell
527
-228
-30% -$18.4K 0.01% 675
2018
Q2 		$63K Sell
755
-197
-21% -$15.7K 0.01% 499
2018
Q1 		$62K Sell
952
-100
-10% -$7K 0.01% 558
2017
Q4 		$77K Sell
1,052
-4,137
-80% -$281K 0.01% 562
2017
Q3 		$333K Buy
5,189
+1,164
+29% +$70.9K 0.06% 216
2017
Q2 		$241K Buy
4,025
+102
+3% +$6.24K 0.04% 279
2017
Q1 		$248K Buy
3,923
+1,219
+45% +$81.1K 0.04% 250
2016
Q4 		$193K Buy
2,704
+1,180
+77% +$83.8K 0.05% 261
2016
Q3 		$112K Buy
1,524
+491
+48% +$36.8K 0.03% 369
2016
Q2 		$78K Buy
1,033
+483
+88% +$36.1K 0.02% 428
2016
Q1 		$38K Buy
+550
New +$36.9K 0.01% 445
2015
Q3 		– Sell
-926
Closed -$72K – 691
2015
Q2 		$72K Buy
926
+720
+350% +$56.2K 0.03% 367
2015
Q1 		$15K Buy
206
+11
+6% +$851 0.01% 634
2014
Q4 		$16K Sell
195
-52
-21% -$4.32K 0.01% 576
2014
Q3 		$23K Hold
247
– – 0.01% 451
2014
Q2 		$24K Buy
+247
New +$23.2K 0.01% 465

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
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

Financial Architects (New Jersey)'s OXY Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Occidental Petroleum (OXY) in Q3 2020, closing a stake of 1,000 shares — an estimated $18K sold.

Financial Architects (New Jersey) first reported a position in OXY in Q2 2014 and held it in 23 quarters. The position peaked at $333K in Q3 2017. 680 funds tracked by Wall St. Rank hold OXY as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Occidental Petroleum position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,000 Occidental Petroleum shares in Q3 2020, an estimated $18K.
  • Financial Architects (New Jersey) first reported a position in Occidental Petroleum in Q2 2014 and held it in 23 quarters.
  • Financial Architects (New Jersey)'s Occidental Petroleum position peaked at $333K in Q3 2017.
  • 680 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.