TrueWealth LLC’s Occidental Petroleum OXY Stock Holding History

TrueWealth LLC’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 Q2	$8K	Sell	419 -200	-32%	-$3.15K	﹤0.01%	506
2020 Q1	$7K	Sell	619 -258	-29%	-$8.47K	﹤0.01%	504
2019 Q4	$36K	Buy	877 +92	+12%	+$3.69K	0.01%	308
2019 Q3	$35K	Buy	785 +270	+52%	+$12.8K	0.02%	300
2019 Q2	$26K	Sell	515 -150	-23%	-$8.44K	0.01%	340
2019 Q1	$44K	Hold	665	–	–	0.02%	274
2018 Q4	$41K	Sell	665 -38	-5%	-$2.67K	0.02%	274
2018 Q3	$58K	Hold	703	–	–	0.03%	252
2018 Q2	$59K	Hold	703	–	–	0.03%	246
2018 Q1	$46K	Sell	703 -495	-41%	-$34.6K	0.02%	266
2017 Q4	$88K	Buy	+1,198	New	+$81.3K	0.04%	224

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TrueWealth LLC's OXY Position: Q2 2020 in Review

TrueWealth LLC reduced its Occidental Petroleum (OXY) stake by 32% in Q2 2020, selling an estimated $3.15K and leaving 419 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

TrueWealth LLC first reported a position in OXY in Q4 2017 and has held it in 11 quarters since. The position peaked at $88K in Q4 2017. 726 funds tracked by Wall St. Rank hold OXY as of Q2 2020.

TrueWealth LLC held 419 shares of Occidental Petroleum worth $8K as of Q2 2020.
TrueWealth LLC sold 200 Occidental Petroleum shares in Q2 2020, an estimated $3.15K.
Occidental Petroleum made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #506 holding.
TrueWealth LLC first reported a position in Occidental Petroleum in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Occidental Petroleum position peaked at $88K in Q4 2017.
726 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.