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First Personal Financial Services’s Occidental Petroleum OXY Stock Holding History

First Personal Financial Services’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
2019
Q4 		– Sell
-1,235
Closed -$55K – 567
2019
Q3 		$55K Buy
1,235
+557
+82% +$26.3K 0.02% 231
2019
Q2 		$34K Buy
678
+37
+6% +$2.08K 0.01% 338
2019
Q1 		$42K Hold
641
– – 0.01% 303
2018
Q4 		$39K Sell
641
-3
-0.5% -$211 0.01% 291
2018
Q3 		$53K Buy
644
+110
+21% +$8.89K 0.02% 276
2018
Q2 		$45K Sell
534
-940
-64% -$75.1K 0.02% 288
2018
Q1 		$96K Buy
1,474
+482
+49% +$33.7K 0.02% 317
2017
Q4 		$73K Buy
992
+52
+6% +$3.53K 0.01% 396
2017
Q3 		$60K Buy
+940
New +$57.2K 0.01% 388
2017
Q2 		– Sell
-140
Closed -$9K – 869
2017
Q1 		$9K Buy
+140
New +$9.31K ﹤0.01% 735
2016
Q3 		– Sell
-978
Closed -$73K – 841
2016
Q2 		$73K Buy
978
+920
+1,586% +$68.7K 0.02% 226
2016
Q1 		$4K Buy
58
+31
+115% +$2.08K ﹤0.01% 291
2015
Q4 		$2K Sell
27
-299
-92% -$21.5K ﹤0.01% 373
2015
Q3 		$22K Buy
+326
New +$22.8K 0.01% 225

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

First Personal Financial Services's OXY Position: Q4 2019 in Review

First Personal Financial Services sold out of Occidental Petroleum (OXY) in Q4 2019, closing a stake of 1,235 shares — an estimated $55K sold.

First Personal Financial Services first reported a position in OXY in Q3 2015 and held it in 14 quarters. The position peaked at $96K in Q1 2018. 1,048 funds tracked by Wall St. Rank hold OXY as of Q4 2019.

  • First Personal Financial Services reported no remaining Occidental Petroleum position as of Q4 2019 after selling out during the quarter.
  • First Personal Financial Services sold 1,235 Occidental Petroleum shares in Q4 2019, an estimated $55K.
  • First Personal Financial Services first reported a position in Occidental Petroleum in Q3 2015 and held it in 14 quarters.
  • First Personal Financial Services's Occidental Petroleum position peaked at $96K in Q1 2018.
  • 1,048 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2019.

Based on First Personal Financial Services's 13F filing for Q4 2019, filed 24 Jan 2020.