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Legacy Capital Partners’s Occidental Petroleum OXY Stock Holding History

Legacy Capital Partners’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
-5,751
Closed -$237K – 147
2019
Q4 		$237K Sell
5,751
-805
-12% -$32.2K 0.1% 136
2019
Q3 		$292K Buy
6,556
+231
+4% +$10.9K 0.13% 112
2019
Q2 		$318K Hold
6,325
– – 0.14% 104
2019
Q1 		$419K Sell
6,325
-1,065
-14% -$70.2K 0.2% 94
2018
Q4 		$454K Hold
7,390
– – 0.24% 84
2018
Q3 		$606K Sell
7,390
-300
-4% -$24.2K 0.28% 75
2018
Q2 		$643K Hold
7,690
– – 0.32% 74
2018
Q1 		$500K Hold
7,690
– – 0.25% 81
2017
Q4 		$566K Sell
7,690
-80
-1% -$5.43K 0.28% 75
2017
Q3 		$499K Sell
7,770
-190
-2% -$11.6K 0.26% 77
2017
Q2 		$477K Sell
7,960
-2,019
-20% -$124K 0.26% 80
2017
Q1 		$633K Buy
9,979
+1,345
+16% +$89.5K 0.36% 68
2016
Q4 		$615K Buy
8,634
+450
+5% +$32K 0.37% 68
2016
Q3 		$597K Buy
8,184
+200
+3% +$15K 0.38% 66
2016
Q2 		$604K Buy
7,984
+780
+11% +$58.3K 0.38% 69
2016
Q1 		$493K Sell
7,204
-12
-0.2% -$804 0.32% 75
2015
Q4 		$488K Sell
7,216
-401
-5% -$28.8K 0.31% 76
2015
Q3 		$504K Sell
7,617
-3,074
-29% -$215K 0.34% 76
2015
Q2 		$831K Hold
10,691
– – 0.54% 63
2015
Q1 		$780K Sell
10,691
-10
-0.1% -$773 0.5% 65
2014
Q4 		$862K Sell
10,701
-972
-8% -$80.7K 0.55% 60
2014
Q3 		$1.08M Buy
11,673
+418
+4% +$40.1K 0.71% 50
2014
Q2 		$1.11M Hold
11,255
– – 0.72% 51
2014
Q1 		$1.03M Sell
11,255
-699
-6% -$62.5K 0.73% 52
2013
Q4 		$1.09M Sell
11,954
-2,869
-19% -$262K 0.77% 48
2013
Q3 		$1.33M Sell
14,823
-678
-4% -$58.3K 0.99% 39
2013
Q2 		$1.33M Buy
+15,501
New +$1.31M 1.01% 40

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

Legacy Capital Partners's OXY Position: Q1 2020 in Review

Legacy Capital Partners sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 5,751 shares — an estimated $237K sold.

Legacy Capital Partners first reported a position in OXY in Q2 2013 and held it in 27 quarters. The position peaked at $1.33M in Q3 2013. 799 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • Legacy Capital Partners reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 5,751 Occidental Petroleum shares in Q1 2020, an estimated $237K.
  • Legacy Capital Partners first reported a position in Occidental Petroleum in Q2 2013 and held it in 27 quarters.
  • Legacy Capital Partners's Occidental Petroleum position peaked at $1.33M in Q3 2013.
  • 799 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on Legacy Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.