Financial Engines Advisors
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Financial Engines Advisors’s Occidental Petroleum OXY Stock Holding History

Financial Engines Advisors’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
-6,449
Closed -$266K – 160
2019
Q4 		$266K Sell
6,449
-4,131
-39% -$165K ﹤0.01% 125
2019
Q3 		$470K Buy
+10,580
New +$500K ﹤0.01% 98

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Vanguard Group
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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

Financial Engines Advisors's OXY Position: Q1 2020 in Review

Financial Engines Advisors sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 6,449 shares — an estimated $266K sold.

Financial Engines Advisors first reported a position in OXY in Q3 2019 and held it in 2 quarters. The position peaked at $470K in Q3 2019. 799 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • Financial Engines Advisors reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • Financial Engines Advisors sold 6,449 Occidental Petroleum shares in Q1 2020, an estimated $266K.
  • Financial Engines Advisors first reported a position in Occidental Petroleum in Q3 2019 and held it in 2 quarters.
  • Financial Engines Advisors's Occidental Petroleum position peaked at $470K in Q3 2019.
  • 799 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on Financial Engines Advisors's 13F filing for Q1 2020, filed 13 May 2020.