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tru Independence’s Occidental Petroleum OXY Stock Holding History

tru Independence’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
2021
Q1 		– Sell
-2,000
Closed -$34.6K – 588
2020
Q4 		$34.6K Sell
2,000
-1,075
-35% -$14.7K 0.06% 111
2020
Q3 		$31K Sell
3,075
-736
-19% -$10.4K 0.01% 234
2020
Q2 		$69 Buy
3,811
+76
+2% +$1.2K 0.01% 345
2020
Q1 		$44 Hold
3,735
– – 0.01% 312
2019
Q4 		$44K Buy
+3,735
New +$150K 0.01% 389

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

tru Independence's OXY Position: Q1 2021 in Review

tru Independence sold out of Occidental Petroleum (OXY) in Q1 2021, closing a stake of 2,000 shares — an estimated $34.6K sold.

tru Independence first reported a position in OXY in Q4 2019 and held it in 5 quarters. The position peaked at $44K in Q4 2019. 722 funds tracked by Wall St. Rank hold OXY as of Q1 2021.

  • tru Independence reported no remaining Occidental Petroleum position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 2,000 Occidental Petroleum shares in Q1 2021, an estimated $34.6K.
  • tru Independence first reported a position in Occidental Petroleum in Q4 2019 and held it in 5 quarters.
  • tru Independence's Occidental Petroleum position peaked at $44K in Q4 2019.
  • 722 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.