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Lenox Wealth Management’s Occidental Petroleum OXY Stock Holding History

Lenox Wealth Management’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
Q2 		$13K Sell
724
-150
-17% -$2.36K ﹤0.01% 401
2020
Q1 		$10K Sell
874
-12,995
-94% -$427K ﹤0.01% 391
2019
Q4 		$581K Buy
13,869
+1,829
+15% +$73.3K 0.16% 92
2019
Q3 		$544K Buy
12,040
+1,763
+17% +$83.3K 0.16% 90
2019
Q2 		$524K Buy
10,277
+562
+6% +$31.6K 0.16% 87
2019
Q1 		$651K Buy
9,715
+81
+0.8% +$5.34K 0.2% 83
2018
Q4 		$599K Sell
9,634
-105
-1% -$7.38K 0.2% 78
2018
Q3 		$807K Buy
9,739
+254
+3% +$20.5K 0.24% 70
2018
Q2 		$794K Sell
9,485
-547
-5% -$43.7K 0.26% 77
2018
Q1 		$659K Sell
10,032
-2,561
-20% -$179K 0.21% 87
2017
Q4 		$937K Buy
12,593
+824
+7% +$55.9K 0.28% 69
2017
Q3 		$764K Buy
11,769
+866
+8% +$52.7K 0.26% 75
2017
Q2 		$660K Buy
10,903
+10,069
+1,207% +$616K 0.27% 69
2017
Q1 		$53K Buy
834
+400
+92% +$26.6K 0.04% 90
2016
Q4 		$31K Hold
434
– – 0.02% 131
2016
Q3 		$32K Hold
434
– – 0.03% 123
2016
Q2 		$33K Buy
434
+381
+719% +$28.5K 0.02% 125
2016
Q1 		$4K Hold
53
– – ﹤0.01% 201
2015
Q4 		$4K Sell
53
-28
-35% -$2.01K ﹤0.01% 208
2015
Q3 		$5K Buy
81
+6
+8% +$419 ﹤0.01% 126
2015
Q2 		$6K Sell
75
-1,189
-94% -$92.9K ﹤0.01% 128
2015
Q1 		$92K Sell
1,264
-124
-9% -$9.59K 0.06% 62
2014
Q4 		$111K Sell
1,388
-76
-5% -$6.31K 0.07% 60
2014
Q3 		$135K Sell
1,464
-40
-3% -$3.84K 0.09% 55
2014
Q2 		$148K Sell
1,504
-175
-10% -$16.4K 0.1% 52
2014
Q1 		$153K Sell
1,679
-178
-10% -$15.9K 0.08% 59
2013
Q4 		$169K Buy
+1,857
New +$170K 0.11% 56

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lenox Wealth Management's OXY Position: Q2 2020 in Review

Lenox Wealth Management reduced its Occidental Petroleum (OXY) stake by 17% in Q2 2020, selling an estimated $2.36K and leaving 724 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Lenox Wealth Management first reported a position in OXY in Q4 2013 and has held it in 27 quarters since. The position peaked at $937K in Q4 2017. 725 funds tracked by Wall St. Rank hold OXY as of Q2 2020.

  • Lenox Wealth Management held 724 shares of Occidental Petroleum worth $13K as of Q2 2020.
  • Lenox Wealth Management sold 150 Occidental Petroleum shares in Q2 2020, an estimated $2.36K.
  • Occidental Petroleum made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #401 holding.
  • Lenox Wealth Management first reported a position in Occidental Petroleum in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's Occidental Petroleum position peaked at $937K in Q4 2017.
  • 725 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.