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Security National Trust’s Occidental Petroleum OXY Stock Holding History

Security National Trust’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 		– Sell
-102
Closed -$1K – 420
2020
Q3 		$1K Sell
102
-528
-84% -$7.45K ﹤0.01% 403
2020
Q2 		$12K Sell
630
-3,600
-85% -$56.7K ﹤0.01% 344
2020
Q1 		$49K Hold
4,230
– – 0.02% 245
2019
Q4 		$174K Sell
4,230
-84
-2% -$3.37K 0.05% 170
2019
Q3 		$192K Buy
4,314
+653
+18% +$30.9K 0.06% 156
2019
Q2 		$184K Hold
3,661
– – 0.06% 162
2019
Q1 		$242K Hold
3,661
– – 0.08% 140
2018
Q4 		$225K Hold
3,661
– – 0.08% 134
2018
Q3 		$301K Sell
3,661
-82
-2% -$6.63K 0.09% 132
2018
Q2 		$313K Hold
3,743
– – 0.1% 133
2018
Q1 		$243K Hold
3,743
– – 0.08% 143
2017
Q4 		$276K Sell
3,743
-774
-17% -$52.5K 0.09% 143
2017
Q3 		$290K Sell
4,517
-2,000
-31% -$122K 0.1% 143
2017
Q2 		$390K Sell
6,517
-252
-4% -$15.4K 0.13% 124
2017
Q1 		$428K Buy
6,769
+199
+3% +$13.2K 0.14% 120
2016
Q4 		$468K Sell
6,570
-128
-2% -$9.09K 0.17% 112
2016
Q3 		$488K Sell
6,698
-71
-1% -$5.32K 0.18% 108
2016
Q2 		$511K Sell
6,769
-55
-0.8% -$4.11K 0.19% 104
2016
Q1 		$467K Sell
6,824
-207
-3% -$13.9K 0.18% 108
2015
Q4 		$475K Buy
7,031
+71
+1% +$5.11K 0.19% 100
2015
Q3 		$460K Sell
6,960
-501
-7% -$35K 0.18% 105
2015
Q2 		$579K Hold
7,461
– – 0.21% 97
2015
Q1 		$544K Hold
7,461
– – 0.19% 101
2014
Q4 		$600K Buy
7,461
+39
+0.5% +$3.24K 0.22% 95
2014
Q3 		$683K Sell
7,422
-467
-6% -$44.8K 0.28% 84
2014
Q2 		$776K Hold
7,889
– – 0.3% 77
2014
Q1 		$720K Hold
7,889
– – 0.29% 80
2013
Q4 		$719K Buy
7,889
+475
+6% +$43.4K 0.3% 80
2013
Q3 		$664K Buy
7,414
+87
+1% +$7.48K 0.3% 77
2013
Q2 		$627K Buy
+7,327
New +$619K 0.3% 78

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

Security National Trust's OXY Position: Q4 2020 in Review

Security National Trust sold out of Occidental Petroleum (OXY) in Q4 2020, closing a stake of 102 shares — an estimated $1K sold.

Security National Trust first reported a position in OXY in Q2 2013 and held it in 30 quarters. The position peaked at $776K in Q2 2014. 696 funds tracked by Wall St. Rank hold OXY as of Q4 2020.

  • Security National Trust reported no remaining Occidental Petroleum position as of Q4 2020 after selling out during the quarter.
  • Security National Trust sold 102 Occidental Petroleum shares in Q4 2020, an estimated $1K.
  • Security National Trust first reported a position in Occidental Petroleum in Q2 2013 and held it in 30 quarters.
  • Security National Trust's Occidental Petroleum position peaked at $776K in Q2 2014.
  • 696 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2020.

Based on Security National Trust's 13F filing for Q4 2020, filed 26 Jan 2021.