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Strategic Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Strategic Investment Advisors’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
Q1 		– Sell
-4,860
Closed -$200K – 158
2019
Q4 		$200K Buy
4,860
+187
+4% +$7.49K 0.08% 161
2019
Q3 		$208K Buy
4,673
+274
+6% +$13K 0.1% 157
2019
Q2 		$221K Buy
4,399
+390
+10% +$21.9K 0.12% 136
2019
Q1 		$265K Buy
4,009
+264
+7% +$17.4K 0.18% 98
2018
Q4 		$230K Buy
+3,745
New +$263K 0.21% 98

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Strategic Investment Advisors's OXY Position: Q1 2020 in Review

Strategic Investment Advisors sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 4,860 shares — an estimated $200K sold.

Strategic Investment Advisors first reported a position in OXY in Q4 2018 and held it in 5 quarters. The position peaked at $265K in Q1 2019. 799 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • Strategic Investment Advisors reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • Strategic Investment Advisors sold 4,860 Occidental Petroleum shares in Q1 2020, an estimated $200K.
  • Strategic Investment Advisors first reported a position in Occidental Petroleum in Q4 2018 and held it in 5 quarters.
  • Strategic Investment Advisors's Occidental Petroleum position peaked at $265K in Q1 2019.
  • 799 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on Strategic Investment Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.