LifePlan Financial Group’s Occidental Petroleum OXY Stock Holding History

LifePlan Financial Group’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	$1K	Hold	103	–	–	﹤0.01%	551
2020 Q2	$2K	Hold	103	–	–	﹤0.01%	536
2020 Q1	$1K	Hold	103	–	–	﹤0.01%	535
2019 Q4	$4K	Hold	103	–	–	﹤0.01%	483
2019 Q3	$5K	Hold	103	–	–	﹤0.01%	462
2019 Q2	$5K	Hold	103	–	–	﹤0.01%	459
2019 Q1	$7K	Hold	103	–	–	﹤0.01%	430
2018 Q4	$6K	Hold	103	–	–	﹤0.01%	432
2018 Q3	$8K	Hold	103	–	–	﹤0.01%	406
2018 Q2	$9K	Hold	103	–	–	0.01%	391
2018 Q1	$7K	Buy	+103	New	+$7.2K	﹤0.01%	392
2014 Q2	–	Sell	-103	Closed	-$9K	–	166
2014 Q1	$9K	Hold	103	–	–	0.01%	183
2013 Q4	$9K	Hold	103	–	–	0.01%	162
2013 Q3	$9K	Sell	103 -42	-29%	-$3.61K	0.01%	154
2013 Q2	$12K	Buy	+145	New	+$12.3K	0.01%	110

Other funds holding OXY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LifePlan Financial Group's OXY Position: Q3 2020 in Review

LifePlan Financial Group held its Occidental Petroleum (OXY) position steady in Q3 2020 at 103 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

LifePlan Financial Group first reported a position in OXY in Q2 2013 and has held it in 15 quarters since. The position peaked at $12K in Q2 2013. 680 funds tracked by Wall St. Rank hold OXY as of Q3 2020.

LifePlan Financial Group held 103 shares of Occidental Petroleum worth $1K as of Q3 2020.
LifePlan Financial Group left its Occidental Petroleum share count unchanged in Q3 2020.
Occidental Petroleum made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #551 holding.
LifePlan Financial Group first reported a position in Occidental Petroleum in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Occidental Petroleum position peaked at $12K in Q2 2013.
680 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.