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Physicians Financial Services’s Occidental Petroleum OXY Stock Holding History

Physicians Financial Services’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
-5,587
Closed -$248K – 124
2019
Q3 		$248K Hold
5,587
– – 0.14% 104
2019
Q2 		$281K Buy
+5,587
New +$314K 0.17% 103

Other funds holding OXY

Dodge & Cox
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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

Physicians Financial Services's OXY Position: Q4 2019 in Review

Physicians Financial Services sold out of Occidental Petroleum (OXY) in Q4 2019, closing a stake of 5,587 shares — an estimated $248K sold.

Physicians Financial Services first reported a position in OXY in Q2 2019 and held it in 2 quarters. The position peaked at $281K in Q2 2019. 1,048 funds tracked by Wall St. Rank hold OXY as of Q4 2019.

  • Physicians Financial Services reported no remaining Occidental Petroleum position as of Q4 2019 after selling out during the quarter.
  • Physicians Financial Services sold 5,587 Occidental Petroleum shares in Q4 2019, an estimated $248K.
  • Physicians Financial Services first reported a position in Occidental Petroleum in Q2 2019 and held it in 2 quarters.
  • Physicians Financial Services's Occidental Petroleum position peaked at $281K in Q2 2019.
  • 1,048 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2019.

Based on Physicians Financial Services's 13F filing for Q4 2019, filed 12 Feb 2020.