TWM
OXY icon

Torch Wealth Management’s Occidental Petroleum OXY Stock Holding History

Torch 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 		$1.1M Sell
26,662
-2,000
-7% -$80.1K 0.61% 56
2019
Q3 		$1.27M Sell
28,662
-200
-0.7% -$9.46K 0.76% 47
2019
Q2 		$1.45M Sell
28,862
-3,550
-11% -$200K 0.87% 44
2019
Q1 		$2.15M Buy
32,412
+495
+2% +$32.6K 1.33% 26
2018
Q4 		$1.96M Sell
31,917
-600
-2% -$42.2K 1.4% 26
2018
Q3 		$2.67M Sell
32,517
-150
-0.5% -$12.1K 1.6% 16
2018
Q2 		$2.73M Buy
32,667
+150
+0.5% +$12K 1.72% 15
2018
Q1 		$2.11M Sell
32,517
-1,925
-6% -$135K 1.37% 24
2017
Q4 		$2.54M Buy
34,442
+50
+0.1% +$3.39K 1.55% 17
2017
Q3 		$2.21M Sell
34,392
-250
-0.7% -$15.2K 1.45% 21
2017
Q2 		$2.07M Sell
34,642
-3,907
-10% -$239K 1.43% 24
2017
Q1 		$2.44M Buy
38,549
+1,400
+4% +$93.1K 1.63% 17
2016
Q4 		$2.65M Sell
37,149
-2,200
-6% -$156K 1.87% 13
2016
Q3 		$2.87M Sell
39,349
-550
-1% -$41.2K 2.09% 9
2016
Q2 		$3.02M Buy
39,899
+1,100
+3% +$82.2K 2.2% 8
2016
Q1 		$2.65M Buy
38,799
+285
+0.7% +$19.1K 2% 10
2015
Q4 		$2.6M Sell
38,514
-51
-0.1% -$3.67K 1.9% 13
2015
Q3 		$2.55M Sell
38,565
-50
-0.1% -$3.49K 1.96% 12
2015
Q2 		$3M Buy
38,615
+2,597
+7% +$203K 2.08% 8
2015
Q1 		$2.63M Buy
36,018
+651
+2% +$50.3K 2.03% 10
2014
Q4 		$2.85M Buy
35,367
+863
+3% +$71.6K 2.18% 7
2014
Q3 		$3.18M Sell
34,504
-1,148
-3% -$110K 2.33% 6
2014
Q2 		$3.51M Buy
35,652
+522
+1% +$49.1K 2.38% 6
2014
Q1 		$3.21M Buy
35,130
+783
+2% +$70K 2.32% 7
2013
Q4 		$3.13M Buy
+34,347
New +$3.14M 2.39% 8

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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

Torch Wealth Management's OXY Position: Q4 2019 in Review

Torch Wealth Management reduced its Occidental Petroleum (OXY) stake by 7% in Q4 2019, selling an estimated $80.1K and leaving 26,662 shares worth $1.1M. The position accounts for 0.61% of the portfolio, ranked #56.

Torch Wealth Management first reported a position in OXY in Q4 2013 and has held it in 25 quarters since. The position peaked at $3.51M in Q2 2014. 1,049 funds tracked by Wall St. Rank hold OXY as of Q4 2019.

  • Torch Wealth Management held 26,662 shares of Occidental Petroleum worth $1.1M as of Q4 2019.
  • Torch Wealth Management sold 2,000 Occidental Petroleum shares in Q4 2019, an estimated $80.1K.
  • Occidental Petroleum made up 0.61% of Torch Wealth Management's portfolio in Q4 2019, its #56 holding.
  • Torch Wealth Management first reported a position in Occidental Petroleum in Q4 2013 and has held it in 25 quarters since.
  • Torch Wealth Management's Occidental Petroleum position peaked at $3.51M in Q2 2014.
  • 1,049 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.