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SevenBridge Financial Group’s Occidental Petroleum OXY Stock Holding History

SevenBridge Financial Group’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
Q3 		– Sell
-898
Closed -$45K – 448
2019
Q2 		$45K Sell
898
-174
-16% -$9.79K 0.02% 302
2019
Q1 		$71K Sell
1,072
-106
-9% -$6.98K 0.03% 208
2018
Q4 		$72K Buy
1,178
+11
+0.9% +$773 0.04% 176
2018
Q3 		$96K Hold
1,167
– – 0.05% 173
2018
Q2 		$98K Hold
1,167
– – 0.05% 184
2018
Q1 		$76K Hold
1,167
– – 0.04% 201
2017
Q4 		$86K Sell
1,167
-219
-16% -$14.9K 0.05% 200
2017
Q3 		$89K Sell
1,386
-125
-8% -$7.61K 0.05% 192
2017
Q2 		$92K Sell
1,511
-210
-12% -$12.9K 0.06% 193
2017
Q1 		$108K Sell
1,721
-1,536
-47% -$102K 0.07% 169
2016
Q4 		$241K Hold
3,257
– – 0.18% 118
2016
Q3 		$241K Buy
3,257
+1,661
+104% +$124K 0.18% 118
2016
Q2 		$121K Buy
+1,596
New +$119K 0.08% 177

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SevenBridge Financial Group's OXY Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Occidental Petroleum (OXY) in Q3 2019, closing a stake of 898 shares — an estimated $45K sold.

SevenBridge Financial Group first reported a position in OXY in Q2 2016 and held it in 13 quarters. The position peaked at $241K in Q4 2016. 1,076 funds tracked by Wall St. Rank hold OXY as of Q3 2019.

  • SevenBridge Financial Group reported no remaining Occidental Petroleum position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 898 Occidental Petroleum shares in Q3 2019, an estimated $45K.
  • SevenBridge Financial Group first reported a position in Occidental Petroleum in Q2 2016 and held it in 13 quarters.
  • SevenBridge Financial Group's Occidental Petroleum position peaked at $241K in Q4 2016.
  • 1,076 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.