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Lipe & Dalton’s Occidental Petroleum OXY Stock Holding History

Lipe & Dalton’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
Q4 		– Sell
-1,485
Closed -$66K – 106
2019
Q3 		$66K Sell
1,485
-520
-26% -$24.6K 0.05% 89
2019
Q2 		$101K Hold
2,005
– – 0.07% 78
2019
Q1 		$133K Buy
+2,005
New +$132K 0.1% 71

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Lipe & Dalton's OXY Position: Q4 2019 in Review

Lipe & Dalton sold out of Occidental Petroleum (OXY) in Q4 2019, closing a stake of 1,485 shares — an estimated $66K sold.

Lipe & Dalton first reported a position in OXY in Q1 2019 and held it in 3 quarters. The position peaked at $133K in Q1 2019. 1,048 funds tracked by Wall St. Rank hold OXY as of Q4 2019.

  • Lipe & Dalton reported no remaining Occidental Petroleum position as of Q4 2019 after selling out during the quarter.
  • Lipe & Dalton sold 1,485 Occidental Petroleum shares in Q4 2019, an estimated $66K.
  • Lipe & Dalton first reported a position in Occidental Petroleum in Q1 2019 and held it in 3 quarters.
  • Lipe & Dalton's Occidental Petroleum position peaked at $133K in Q1 2019.
  • 1,048 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2019.

Based on Lipe & Dalton's 13F filing for Q4 2019, filed 21 Jan 2020.