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Legacy Advisors’s Occidental Petroleum OXY Stock Holding History

Legacy 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
Q3 		– Sell
-600
Closed -$30K – 265
2019
Q2 		$30K Sell
600
-162
-21% -$9.12K 0.02% 235
2019
Q1 		$50K Buy
+762
New +$50.2K 0.02% 215
2018
Q4 		– Sell
-18,707
Closed -$1.55M – 313
2018
Q3 		$1.55M Buy
18,707
+18,457
+7,383% +$1.49M 0.76% 42
2018
Q2 		$21K Hold
250
– – 0.02% 251
2018
Q1 		$18K Hold
250
– – 0.01% 219
2017
Q4 		$18K Sell
250
-167
-40% -$11.3K 0.02% 199
2017
Q3 		$26K Buy
417
+167
+67% +$10.2K 0.03% 147
2017
Q2 		$15K Hold
250
– – 0.02% 144
2017
Q1 		$16K Sell
250
-403
-62% -$26.8K 0.02% 136
2016
Q4 		$47K Buy
+653
New +$46.4K 0.06% 97

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Legacy Advisors's OXY Position: Q3 2019 in Review

Legacy Advisors sold out of Occidental Petroleum (OXY) in Q3 2019, closing a stake of 600 shares — an estimated $30K sold.

Legacy Advisors first reported a position in OXY in Q4 2016 and held it in 10 quarters. The position peaked at $1.55M in Q3 2018. 1,076 funds tracked by Wall St. Rank hold OXY as of Q3 2019.

  • Legacy Advisors reported no remaining Occidental Petroleum position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 600 Occidental Petroleum shares in Q3 2019, an estimated $30K.
  • Legacy Advisors first reported a position in Occidental Petroleum in Q4 2016 and held it in 10 quarters.
  • Legacy Advisors's Occidental Petroleum position peaked at $1.55M in Q3 2018.
  • 1,076 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.