Squar Milner Financial Services’s Occidental Petroleum OXY Stock Holding History

Squar Milner 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
2020 Q3	–	Sell	-6,000	Closed	-$110K	–	137
2020 Q2	$110K	Hold	6,000	–	–	0.06%	211
2020 Q1	$69K	Buy	+6,000	New	+$197K	0.04%	330
2019 Q3	–	Sell	-104	Closed	-$5K	–	558
2019 Q2	$5K	Hold	104	–	–	﹤0.01%	600
2019 Q1	$6K	Hold	104	–	–	﹤0.01%	638
2018 Q4	$6K	Hold	104	–	–	0.01%	538
2018 Q3	$9K	Hold	104	–	–	0.01%	526
2018 Q2	$9K	Buy	+104	New	+$8.31K	0.01%	620

Other funds holding OXY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Squar Milner Financial Services's OXY Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Occidental Petroleum (OXY) in Q3 2020, closing a stake of 6,000 shares — an estimated $110K sold.

Squar Milner Financial Services first reported a position in OXY in Q2 2018 and held it in 7 quarters. The position peaked at $110K in Q2 2020. 681 funds tracked by Wall St. Rank hold OXY as of Q3 2020.

Squar Milner Financial Services reported no remaining Occidental Petroleum position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 6,000 Occidental Petroleum shares in Q3 2020, an estimated $110K.
Squar Milner Financial Services first reported a position in Occidental Petroleum in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Occidental Petroleum position peaked at $110K in Q2 2020.
681 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.