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Inlet Private Wealth’s Occidental Petroleum OXY Stock Holding History

Inlet Private Wealth’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
-25,364
Closed -$1.04M – 139
2019
Q4 		$1.04M Buy
25,364
+20,600
+432% +$825K 0.35% 71
2019
Q3 		$212K Hold
4,764
– – 0.08% 137
2019
Q2 		$246K Sell
4,764
-1,425
-23% -$80.2K 0.09% 130
2019
Q1 		$410K Buy
6,189
+375
+6% +$24.7K 0.16% 110
2018
Q4 		$357K Buy
+5,814
New +$409K 0.19% 92

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

Inlet Private Wealth's OXY Position: Q1 2020 in Review

Inlet Private Wealth sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 25,364 shares — an estimated $1.04M sold.

Inlet Private Wealth first reported a position in OXY in Q4 2018 and held it in 5 quarters. The position peaked at $1.04M in Q4 2019. 799 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • Inlet Private Wealth reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • Inlet Private Wealth sold 25,364 Occidental Petroleum shares in Q1 2020, an estimated $1.04M.
  • Inlet Private Wealth first reported a position in Occidental Petroleum in Q4 2018 and held it in 5 quarters.
  • Inlet Private Wealth's Occidental Petroleum position peaked at $1.04M in Q4 2019.
  • 799 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on Inlet Private Wealth's 13F filing for Q1 2020, filed 28 Apr 2020.