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MBE Wealth Management’s Occidental Petroleum OXY Stock Holding History

MBE 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 		– Sell
-101
Closed -$1K – 377
2020
Q1 		$1K Buy
+101
New +$3.32K ﹤0.01% 514

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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

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

MBE Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2020, closing a stake of 101 shares — an estimated $1K sold.

MBE Wealth Management first reported a position in OXY in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 725 funds tracked by Wall St. Rank hold OXY as of Q2 2020.

  • MBE Wealth Management reported no remaining Occidental Petroleum position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 101 Occidental Petroleum shares in Q2 2020, an estimated $1K.
  • MBE Wealth Management first reported a position in Occidental Petroleum in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Occidental Petroleum position peaked at $1K in Q1 2020.
  • 725 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.