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HoyleCohen’s Occidental Petroleum OXY Stock Holding History

HoyleCohen’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
-13,239
Closed -$546K – 186
2019
Q4 		$546K Sell
13,239
-10,322
-44% -$413K 0.09% 135
2019
Q3 		$1.05M Buy
23,561
+4,320
+22% +$204K 0.18% 106
2019
Q2 		$967K Buy
19,241
+850
+5% +$47.8K 0.17% 106
2019
Q1 		$1.22M Buy
18,391
+255
+1% +$16.8K 0.21% 94
2018
Q4 		$1.11M Buy
18,136
+1,315
+8% +$92.4K 0.23% 91
2018
Q3 		$1.38M Buy
16,821
+430
+3% +$34.8K 0.26% 80
2018
Q2 		$1.37M Sell
16,391
-915
-5% -$73.1K 0.28% 77
2018
Q1 		$1.12M Buy
17,306
+544
+3% +$38.1K 0.23% 88
2017
Q4 		$1.24M Buy
+16,762
New +$1.14M 0.24% 85

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
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

HoyleCohen's OXY Position: Q1 2020 in Review

HoyleCohen sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 13,239 shares — an estimated $546K sold.

HoyleCohen first reported a position in OXY in Q4 2017 and held it in 9 quarters. The position peaked at $1.38M in Q3 2018. 799 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • HoyleCohen reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • HoyleCohen sold 13,239 Occidental Petroleum shares in Q1 2020, an estimated $546K.
  • HoyleCohen first reported a position in Occidental Petroleum in Q4 2017 and held it in 9 quarters.
  • HoyleCohen's Occidental Petroleum position peaked at $1.38M in Q3 2018.
  • 799 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on HoyleCohen's 13F filing for Q1 2020, filed 8 May 2020.