Gideon Capital Advisors’s Occidental Petroleum OXY Stock Holding History

Gideon Capital 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
2019 Q4	–	Sell	-26,895	Closed	-$1.2M	–	362
2019 Q3	$1.2M	Buy	+26,895	New	+$1.27M	0.39%	94
2019 Q1	–	Sell	-5,479	Closed	-$336K	–	482
2018 Q4	$336K	Buy	+5,479	New	+$385K	0.14%	238
2018 Q3	–	Sell	-7,513	Closed	-$629K	–	454
2018 Q2	$629K	Sell	7,513 -2,524	-25%	-$202K	0.31%	91
2018 Q1	$652K	Buy	+10,037	New	+$702K	0.4%	66
2017 Q3	–	Sell	-5,130	Closed	-$307K	–	352
2017 Q2	$307K	Buy	+5,130	New	+$314K	0.34%	126
2017 Q1	–	Sell	-4,699	Closed	-$335K	–	483
2016 Q4	$335K	Buy	+4,699	New	+$334K	0.21%	217

Other funds holding OXY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gideon Capital Advisors's OXY Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Occidental Petroleum (OXY) in Q4 2019, closing a stake of 26,895 shares — an estimated $1.2M sold.

Gideon Capital Advisors first reported a position in OXY in Q4 2016 and held it in 6 quarters. The position peaked at $1.2M in Q3 2019. 1,049 funds tracked by Wall St. Rank hold OXY as of Q4 2019.

Gideon Capital Advisors reported no remaining Occidental Petroleum position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 26,895 Occidental Petroleum shares in Q4 2019, an estimated $1.2M.
Gideon Capital Advisors first reported a position in Occidental Petroleum in Q4 2016 and held it in 6 quarters.
Gideon Capital Advisors's Occidental Petroleum position peaked at $1.2M in Q3 2019.
1,049 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.