Taylor Hoffman Wealth Management’s Occidental Petroleum OXY Stock Holding History

Taylor Hoffman 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
2020 Q3	–	Sell	-2,201	Closed	-$40K	–	288
2020 Q2	$40K	Buy	+2,201	New	+$34.7K	0.03%	209
2020 Q1	–	Sell	-2,851	Closed	-$117K	–	300
2019 Q4	$117K	Sell	2,851 -2,100	-42%	-$84.1K	0.08%	150
2019 Q3	$220K	Hold	4,951	–	–	0.16%	113
2019 Q2	$249K	Sell	4,951 -756	-13%	-$42.5K	0.2%	104
2019 Q1	$378K	Sell	5,707 -740	-11%	-$48.8K	0.28%	82
2018 Q4	$396K	Sell	6,447 -48	-0.7%	-$3.37K	0.35%	66
2018 Q3	$534K	Sell	6,495 -7	-0.1%	-$566	0.42%	62
2018 Q2	$544K	Sell	6,502 -200	-3%	-$16K	0.47%	60
2018 Q1	$435K	Sell	6,702 -647	-9%	-$45.3K	0.4%	67
2017 Q4	$541K	Buy	+7,349	New	+$499K	0.52%	53

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

Taylor Hoffman Wealth Management's OXY Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2020, closing a stake of 2,201 shares — an estimated $40K sold.

Taylor Hoffman Wealth Management first reported a position in OXY in Q4 2017 and held it in 10 quarters. The position peaked at $544K in Q2 2018. 680 funds tracked by Wall St. Rank hold OXY as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Occidental Petroleum position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 2,201 Occidental Petroleum shares in Q3 2020, an estimated $40K.
Taylor Hoffman Wealth Management first reported a position in Occidental Petroleum in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Occidental Petroleum position peaked at $544K in Q2 2018.
680 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.