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Kore Private Wealth’s Occidental Petroleum OXY Stock Holding History

Kore 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
Q3 		– Sell
-128
Closed -$2K – 842
2020
Q2 		$2K Sell
128
-643
-83% -$10.1K ﹤0.01% 1042
2020
Q1 		$9K Buy
771
+438
+132% +$14.4K ﹤0.01% 711
2019
Q4 		$14K Buy
+333
New +$13.3K ﹤0.01% 696
2019
Q2 		– Sell
-819
Closed -$55K – 620
2019
Q1 		$55K Hold
819
– – 0.01% 368
2018
Q4 		$52K Buy
+819
New +$57.6K 0.01% 364

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kore Private Wealth's OXY Position: Q3 2020 in Review

Kore Private Wealth sold out of Occidental Petroleum (OXY) in Q3 2020, closing a stake of 128 shares — an estimated $2K sold.

Kore Private Wealth first reported a position in OXY in Q4 2018 and held it in 5 quarters. The position peaked at $55K in Q1 2019. 680 funds tracked by Wall St. Rank hold OXY as of Q3 2020.

  • Kore Private Wealth reported no remaining Occidental Petroleum position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 128 Occidental Petroleum shares in Q3 2020, an estimated $2K.
  • Kore Private Wealth first reported a position in Occidental Petroleum in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Occidental Petroleum position peaked at $55K in Q1 2019.
  • 680 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.