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First Foundation Advisors’s Occidental Petroleum OXY Stock Holding History

First Foundation 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
Q2 		– Sell
-14,490
Closed -$168K – 364
2020
Q1 		$168K Sell
14,490
-15,263
-51% -$501K 0.01% 322
2019
Q4 		$1.23M Sell
29,753
-185,245
-86% -$7.42M 0.06% 164
2019
Q3 		$9.56M Sell
214,998
-21,865
-9% -$1.03M 0.51% 50
2019
Q2 		$11.9M Buy
236,863
+65,928
+39% +$3.71M 0.67% 41
2019
Q1 		$11.3M Buy
170,935
+5,555
+3% +$366K 0.67% 41
2018
Q4 		$10.2M Sell
165,380
-13,658
-8% -$960K 0.64% 43
2018
Q3 		$14.7M Buy
179,038
+3,602
+2% +$291K 0.81% 37
2018
Q2 		$14.7M Sell
175,436
-27,493
-14% -$2.2M 0.86% 33
2018
Q1 		$13.2M Buy
202,929
+11,058
+6% +$773K 0.74% 38
2017
Q4 		$14.1M Sell
191,871
-4,579
-2% -$311K 0.76% 40
2017
Q3 		$12.6M Buy
196,450
+2,311
+1% +$141K 0.72% 41
2017
Q2 		$11.6M Buy
194,139
+3,533
+2% +$216K 0.68% 41
2017
Q1 		$12.1M Buy
190,606
+27,074
+17% +$1.8M 0.75% 42
2016
Q4 		$11.6M Sell
163,532
-3,882
-2% -$276K 0.76% 40
2016
Q3 		$12.2M Buy
167,414
+13,931
+9% +$1.04M 0.84% 39
2016
Q2 		$11.6M Buy
153,483
+5,543
+4% +$414K 0.83% 37
2016
Q1 		$10.1M Buy
147,940
+9,421
+7% +$632K 0.74% 39
2015
Q4 		$9.35M Sell
138,519
-10,277
-7% -$739K 0.64% 50
2015
Q3 		$9.83M Sell
148,796
-25,306
-15% -$1.77M 0.81% 42
2015
Q2 		$13.5M Buy
174,102
+6,795
+4% +$531K 1.07% 35
2015
Q1 		$12.2M Buy
167,307
+23,030
+16% +$1.78M 1.02% 37
2014
Q4 		$11.6M Sell
144,277
-11,578
-7% -$961K 1.02% 38
2014
Q3 		$14.4M Buy
155,855
+3,104
+2% +$298K 1.43% 29
2014
Q2 		$15M Buy
152,751
+5,795
+4% +$545K 1.64% 26
2014
Q1 		$13.4M Buy
146,956
+6,601
+5% +$590K 1.66% 28
2013
Q4 		$12.8M Buy
140,355
+4,927
+4% +$450K 1.72% 29
2013
Q3 		$12.1M Buy
135,428
+4,908
+4% +$422K 1.89% 22
2013
Q2 		$11.2M Buy
+130,520
New +$11M 2.19% 21

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Foundation Advisors's OXY Position: Q2 2020 in Review

First Foundation Advisors sold out of Occidental Petroleum (OXY) in Q2 2020, closing a stake of 14,490 shares — an estimated $168K sold.

First Foundation Advisors first reported a position in OXY in Q2 2013 and held it in 28 quarters. The position peaked at $15M in Q2 2014. 725 funds tracked by Wall St. Rank hold OXY as of Q2 2020.

  • First Foundation Advisors reported no remaining Occidental Petroleum position as of Q2 2020 after selling out during the quarter.
  • First Foundation Advisors sold 14,490 Occidental Petroleum shares in Q2 2020, an estimated $168K.
  • First Foundation Advisors first reported a position in Occidental Petroleum in Q2 2013 and held it in 28 quarters.
  • First Foundation Advisors's Occidental Petroleum position peaked at $15M in Q2 2014.
  • 725 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2020.

Based on First Foundation Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.