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Intercontinental Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Intercontinental Wealth 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
Q1 		– Sell
-214
Closed -$9K – 261
2019
Q4 		$9K Sell
214
-83
-28% -$3.33K 0.01% 282
2019
Q3 		$13K Buy
+297
New +$14K 0.01% 314

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BlackRock
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State Street
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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

Intercontinental Wealth Advisors's OXY Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 214 shares — an estimated $9K sold.

Intercontinental Wealth Advisors first reported a position in OXY in Q3 2019 and held it in 2 quarters. The position peaked at $13K in Q3 2019. 799 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 214 Occidental Petroleum shares in Q1 2020, an estimated $9K.
  • Intercontinental Wealth Advisors first reported a position in Occidental Petroleum in Q3 2019 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's Occidental Petroleum position peaked at $13K in Q3 2019.
  • 799 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.