LWM
OXY icon

Lyons Wealth Management’s Occidental Petroleum OXY Stock Holding History

Lyons 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
2019
Q4 		$251K Sell
6,100
-2,100
-26% -$84.1K 0.73% 12
2019
Q3 		$365K Hold
8,200
– – 0.95% 15
2019
Q2 		$412K Hold
8,200
– – 0.98% 16
2019
Q1 		$543K Hold
8,200
– – 1.53% 10
2018
Q4 		$503K Hold
8,200
– – 1.64% 29
2018
Q3 		$674K Hold
8,200
– – 1.34% 30
2018
Q2 		$686K Hold
8,200
– – 0.98% 31
2018
Q1 		$533K Buy
+8,200
New +$574K 0.81% 32
2017
Q3 		– Sell
-8,200
Closed -$491K – 64
2017
Q2 		$491K Sell
8,200
-1,186
-13% -$72.6K 0.69% 38
2017
Q1 		$595K Buy
9,386
+286
+3% +$19K 0.63% 32
2016
Q4 		$648K Hold
9,100
– – 0.88% 33
2016
Q3 		$664K Hold
9,100
– – 0.92% 32
2016
Q2 		$688K Buy
+9,100
New +$680K 1.04% 27
2016
Q1 		– Sell
-9,115
Closed -$615K – 74
2015
Q4 		$615K Sell
9,115
-1,002
-10% -$72.1K 0.78% 32
2015
Q3 		$668K Sell
10,117
-4,808
-32% -$336K 0.86% 32
2015
Q2 		$1.16M Hold
14,925
– – 1.32% 7
2015
Q1 		$1.09M Buy
14,925
+1,001
+7% +$77.4K 1.18% 22
2014
Q4 		$1.12M Sell
13,924
-584
-4% -$48.5K 1.17% 21
2014
Q3 		$1.34M Hold
14,508
– – 1.42% 11
2014
Q2 		$1.43M Hold
14,508
– – 1.27% 11
2014
Q1 		$1.32M Sell
14,508
-2,286
-14% -$204K 1.16% 11
2013
Q4 		$1.53M Buy
+16,794
New +$1.53M 1.44% 9
2013
Q3 		– Sell
-18,788
Closed -$1.61M – 98
2013
Q2 		$1.61M Buy
+18,788
New +$1.59M 1.63% 10

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

Lyons Wealth Management's OXY Position: Q4 2019 in Review

Lyons Wealth Management reduced its Occidental Petroleum (OXY) stake by 26% in Q4 2019, selling an estimated $84.1K and leaving 6,100 shares worth $251K. The position accounts for 0.73% of the portfolio, ranked #12.

Lyons Wealth Management first reported a position in OXY in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.61M in Q2 2013. 1,049 funds tracked by Wall St. Rank hold OXY as of Q4 2019.

  • Lyons Wealth Management held 6,100 shares of Occidental Petroleum worth $251K as of Q4 2019.
  • Lyons Wealth Management sold 2,100 Occidental Petroleum shares in Q4 2019, an estimated $84.1K.
  • Occidental Petroleum made up 0.73% of Lyons Wealth Management's portfolio in Q4 2019, its #12 holding.
  • Lyons Wealth Management first reported a position in Occidental Petroleum in Q2 2013 and has held it in 23 quarters since.
  • Lyons Wealth Management's Occidental Petroleum position peaked at $1.61M in Q2 2013.
  • 1,049 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2019.

Based on Lyons Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.