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Nelson Capital Management’s Occidental Petroleum OXY Stock Holding History

Nelson Capital 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 		– Sell
-930
Closed -$41K – 233
2019
Q3 		$41K Buy
930
+10
+1% +$473 0.01% 165
2019
Q2 		$46K Hold
920
– – 0.01% 153
2019
Q1 		$61K Sell
920
-125
-12% -$8.24K 0.02% 123
2018
Q4 		$64K Hold
1,045
– – 0.02% 120
2018
Q3 		$86K Sell
1,045
-50
-5% -$4.04K 0.02% 108
2018
Q2 		$92K Hold
1,095
– – 0.02% 104
2018
Q1 		$71K Sell
1,095
-47
-4% -$3.29K 0.02% 119
2017
Q4 		$84K Buy
1,142
+208
+22% +$14.1K 0.03% 110
2017
Q3 		$60K Hold
934
– – 0.02% 118
2017
Q2 		$56K Hold
934
– – 0.02% 123
2017
Q1 		$59K Buy
934
+14
+2% +$931 0.02% 118
2016
Q4 		$66K Hold
920
– – 0.02% 109
2016
Q3 		$67K Buy
920
+520
+130% +$38.9K 0.02% 112
2016
Q2 		$30K Hold
400
– – 0.01% 137
2016
Q1 		$27K Sell
400
-1
-0.2% -$67 0.01% 142
2015
Q4 		$27K Hold
401
– – 0.01% 142
2015
Q3 		$26K Hold
401
– – 0.01% 149
2015
Q2 		$31K Hold
401
– – 0.01% 152
2015
Q1 		$29K Hold
401
– – 0.01% 155
2014
Q4 		$32K Sell
401
-17
-4% -$1.41K 0.01% 145
2014
Q3 		$38K Buy
418
+9
+2% +$863 0.01% 135
2014
Q2 		$40K Buy
409
+209
+105% +$19.6K 0.02% 129
2014
Q1 		$18K Buy
200
+104
+108% +$9.29K 0.01% 168
2013
Q4 		$9K Hold
96
– – ﹤0.01% 195
2013
Q3 		$9K Hold
96
– – ﹤0.01% 186
2013
Q2 		$8K Buy
+96
New +$8.11K ﹤0.01% 190

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

Nelson Capital Management's OXY Position: Q4 2019 in Review

Nelson Capital Management sold out of Occidental Petroleum (OXY) in Q4 2019, closing a stake of 930 shares — an estimated $41K sold.

Nelson Capital Management first reported a position in OXY in Q2 2013 and held it in 26 quarters. The position peaked at $92K in Q2 2018. 1,048 funds tracked by Wall St. Rank hold OXY as of Q4 2019.

  • Nelson Capital Management reported no remaining Occidental Petroleum position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 930 Occidental Petroleum shares in Q4 2019, an estimated $41K.
  • Nelson Capital Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 26 quarters.
  • Nelson Capital Management's Occidental Petroleum position peaked at $92K in Q2 2018.
  • 1,048 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.