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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 -$13K – 136
2020
Q2 		$13K Hold
6,000
– – 0.01% 214
2020
Q1 		$69K Buy
+6,000
New +$197K 0.04% 329

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Vanguard Group
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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

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.