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Shine Investment Advisory Services’s Occidental Petroleum OXY Stock Holding History

Shine Investment Advisory 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
2020
Q3 		$1K Hold
146
– – ﹤0.01% 706
2020
Q2 		$3K Hold
146
– – ﹤0.01% 689
2020
Q1 		$2K Hold
146
– – ﹤0.01% 678
2019
Q4 		$6K Sell
146
-53
-27% -$2.12K ﹤0.01% 649
2019
Q3 		$9K Buy
+199
New +$9.41K ﹤0.01% 575

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Shine Investment Advisory Services's OXY Position: Q3 2020 in Review

Shine Investment Advisory Services held its Occidental Petroleum (OXY) position steady in Q3 2020 at 146 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Shine Investment Advisory Services first reported a position in OXY in Q3 2019 and has held it in 5 quarters since. The position peaked at $9K in Q3 2019. 681 funds tracked by Wall St. Rank hold OXY as of Q3 2020.

  • Shine Investment Advisory Services held 146 shares of Occidental Petroleum worth $1K as of Q3 2020.
  • Shine Investment Advisory Services left its Occidental Petroleum share count unchanged in Q3 2020.
  • Occidental Petroleum made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #706 holding.
  • Shine Investment Advisory Services first reported a position in Occidental Petroleum in Q3 2019 and has held it in 5 quarters since.
  • Shine Investment Advisory Services's Occidental Petroleum position peaked at $9K in Q3 2019.
  • 681 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.