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Sunflower Bank Wealth Management’s Occidental Petroleum OXY Stock Holding History

Sunflower Bank Wealth Management’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
2019
Q4 		– Sell
-6,686
Closed -$297K – 135
2019
Q3 		$297K Sell
6,686
-564
-8% -$26.7K 0.09% 115
2019
Q2 		$364K Sell
7,250
-95
-1% -$5.35K 0.12% 101
2019
Q1 		$486K Buy
7,345
+1,400
+24% +$92.2K 0.15% 92
2018
Q4 		$365K Buy
+5,945
New +$418K 0.12% 100

Other funds holding OXY

Dodge & Cox
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Sunflower Bank Wealth Management's OXY Position: Q4 2019 in Review

Sunflower Bank Wealth Management sold out of Occidental Petroleum (OXY) in Q4 2019, closing a stake of 6,686 shares — an estimated $297K sold.

Sunflower Bank Wealth Management first reported a position in OXY in Q4 2018 and held it in 4 quarters. The position peaked at $486K in Q1 2019. 1,048 funds tracked by Wall St. Rank hold OXY as of Q4 2019.

  • Sunflower Bank Wealth Management reported no remaining Occidental Petroleum position as of Q4 2019 after selling out during the quarter.
  • Sunflower Bank Wealth Management sold 6,686 Occidental Petroleum shares in Q4 2019, an estimated $297K.
  • Sunflower Bank Wealth Management first reported a position in Occidental Petroleum in Q4 2018 and held it in 4 quarters.
  • Sunflower Bank Wealth Management's Occidental Petroleum position peaked at $486K in Q1 2019.
  • 1,048 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2019.

Based on Sunflower Bank Wealth Management's 13F filing for Q4 2019, filed 6 Feb 2020.