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Point View Wealth Management’s Occidental Petroleum OXY Stock Holding History

Point View 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
Q4 		$343K Sell
19,800
-1,539
-7% -$21.1K 0.14% 188
2020
Q3 		$214K Sell
21,339
-1,845
-8% -$26K 0.1% 232
2020
Q2 		$424K Sell
23,184
-12,034
-34% -$190K 0.2% 149
2020
Q1 		$408K Buy
35,218
+26,382
+299% +$867K 0.22% 141
2019
Q4 		$364K Sell
8,836
-1,769
-17% -$70.9K 0.15% 186
2019
Q3 		$472K Sell
10,605
-499
-4% -$23.6K 0.21% 148
2019
Q2 		$558K Buy
11,104
+1,349
+14% +$75.9K 0.24% 137
2019
Q1 		$646K Sell
9,755
-750
-7% -$49.4K 0.29% 120
2018
Q4 		$645K Buy
10,505
+483
+5% +$33.9K 0.33% 109
2018
Q3 		$824K Hold
10,022
– – 0.37% 95
2018
Q2 		$839K Sell
10,022
-460
-4% -$36.7K 0.39% 88
2018
Q1 		$681K Buy
10,482
+174
+2% +$12.2K 0.33% 111
2017
Q4 		$759K Buy
10,308
+622
+6% +$42.2K 0.36% 95
2017
Q3 		$622K Buy
9,686
+3,167
+49% +$193K 0.3% 120
2017
Q2 		$390K Buy
6,519
+1,093
+20% +$66.9K 0.19% 157
2017
Q1 		$344K Buy
5,426
+378
+7% +$25.1K 0.18% 163
2016
Q4 		$360K Buy
5,048
+1,096
+28% +$77.8K 0.21% 156
2016
Q3 		$288K Buy
3,952
+15
+0.4% +$1.12K 0.17% 169
2016
Q2 		$297K Buy
3,937
+313
+9% +$23.4K 0.18% 164
2016
Q1 		$248K Buy
3,624
+380
+12% +$25.5K 0.16% 177
2015
Q4 		$219K Buy
+3,244
New +$233K 0.16% 175

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
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
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Point View Wealth Management's OXY Position: Q4 2020 in Review

Point View Wealth Management reduced its Occidental Petroleum (OXY) stake by 7.2% in Q4 2020, selling an estimated $21.1K and leaving 19,800 shares worth $343K. The position accounts for 0.14% of the portfolio, ranked #188.

Point View Wealth Management first reported a position in OXY in Q4 2015 and has held it in 21 quarters since. The position peaked at $839K in Q2 2018. 696 funds tracked by Wall St. Rank hold OXY as of Q4 2020.

  • Point View Wealth Management held 19,800 shares of Occidental Petroleum worth $343K as of Q4 2020.
  • Point View Wealth Management sold 1,539 Occidental Petroleum shares in Q4 2020, an estimated $21.1K.
  • Occidental Petroleum made up 0.14% of Point View Wealth Management's portfolio in Q4 2020, its #188 holding.
  • Point View Wealth Management first reported a position in Occidental Petroleum in Q4 2015 and has held it in 21 quarters since.
  • Point View Wealth Management's Occidental Petroleum position peaked at $839K in Q2 2018.
  • 696 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.