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Omnia Family Wealth’s Occidental Petroleum OXY Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-881
Closed -$59K – 397
2019
Q1 		$59K Buy
881
+1
+0.1% +$66 0.03% 149
2018
Q4 		$55K Sell
880
-59
-6% -$4.15K 0.03% 145
2018
Q3 		$78K Buy
939
+1
+0.1% +$81 0.04% 129
2018
Q2 		$79K Buy
938
+1
+0.1% +$80 0.04% 129
2018
Q1 		$62K Buy
937
+110
+13% +$7.69K 0.03% 139
2017
Q4 		$62K Sell
827
-1,147
-58% -$77.8K 0.03% 141
2017
Q3 		$128K Buy
1,974
+14
+0.7% +$853 0.06% 107
2017
Q2 		$119K Sell
1,960
-109
-5% -$6.67K 0.06% 111
2017
Q1 		$133K Buy
2,069
+253
+14% +$16.8K 0.06% 105
2016
Q4 		$131K Buy
+1,816
New +$129K 0.07% 106

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Omnia Family Wealth's OXY Position: Q2 2019 in Review

Omnia Family Wealth sold out of Occidental Petroleum (OXY) in Q2 2019, closing a stake of 881 shares — an estimated $59K sold.

Omnia Family Wealth first reported a position in OXY in Q4 2016 and held it in 10 quarters. The position peaked at $133K in Q1 2017. 1,054 funds tracked by Wall St. Rank hold OXY as of Q2 2019.

  • Omnia Family Wealth reported no remaining Occidental Petroleum position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 881 Occidental Petroleum shares in Q2 2019, an estimated $59K.
  • Omnia Family Wealth first reported a position in Occidental Petroleum in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Occidental Petroleum position peaked at $133K in Q1 2017.
  • 1,054 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.