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Summit Financial Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Summit Financial Wealth 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
-9,393
Closed -$387K – 135
2019
Q4 		$387K Sell
9,393
-4,009
-30% -$161K 0.09% 104
2019
Q3 		$551K Sell
13,402
-5,753
-30% -$272K 0.14% 90
2019
Q2 		$963K Sell
19,155
-21,849
-53% -$1.23M 0.24% 73
2019
Q1 		$2.71M Buy
41,004
+1,584
+4% +$104K 0.72% 43
2018
Q4 		$2.42M Buy
39,420
+3,041
+8% +$214K 0.79% 38
2018
Q3 		$2.63M Buy
36,379
+314
+0.9% +$25.4K 0.79% 42
2018
Q2 		$2.34M Hold
36,065
– – 0.78% 43
2018
Q1 		$2.34M Buy
36,065
+29,993
+494% +$2.1M 0.77% 43
2017
Q4 		$447K Sell
6,072
-3,932
-39% -$267K 0.15% 89
2017
Q3 		$642K Sell
10,004
-621
-6% -$37.8K 0.23% 78
2017
Q2 		$636K Buy
10,625
+513
+5% +$31.4K 0.25% 81
2017
Q1 		$641K Buy
10,112
+2,097
+26% +$140K 0.28% 80
2016
Q4 		$571K Sell
8,015
-4,197
-34% -$298K 0.25% 88
2016
Q3 		$891K Buy
12,212
+2,328
+24% +$174K 0.39% 65
2016
Q2 		$747K Buy
9,884
+567
+6% +$42.4K 0.31% 73
2016
Q1 		$638K Sell
9,317
-237
-2% -$15.9K 0.28% 70
2015
Q4 		$645K Buy
+9,554
New +$687K 0.3% 66

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

Summit Financial Wealth Advisors's OXY Position: Q1 2020 in Review

Summit Financial Wealth Advisors sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 9,393 shares — an estimated $387K sold.

Summit Financial Wealth Advisors first reported a position in OXY in Q4 2015 and held it in 17 quarters. The position peaked at $2.71M in Q1 2019. 799 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • Summit Financial Wealth Advisors reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 9,393 Occidental Petroleum shares in Q1 2020, an estimated $387K.
  • Summit Financial Wealth Advisors first reported a position in Occidental Petroleum in Q4 2015 and held it in 17 quarters.
  • Summit Financial Wealth Advisors's Occidental Petroleum position peaked at $2.71M in Q1 2019.
  • 799 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.