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United Capital Management of KS’s Occidental Petroleum OXY Stock Holding History

United Capital Management of KS’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
Q1 		– Sell
-10,672
Closed -$440K – 105
2019
Q4 		$440K Buy
10,672
+3,031
+40% +$121K 0.28% 79
2019
Q3 		$322K Buy
7,641
+2,223
+41% +$105K 0.24% 85
2019
Q2 		$270K Buy
5,418
+1,060
+24% +$59.7K 0.2% 90
2019
Q1 		$270K Buy
4,358
+728
+20% +$48K 0.21% 91
2018
Q4 		$223K Buy
3,630
+597
+20% +$42K 0.21% 97
2018
Q3 		$241K Buy
+3,033
New +$245K 0.19% 97

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Management of KS's OXY Position: Q1 2020 in Review

United Capital Management of KS sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 10,672 shares — an estimated $440K sold.

United Capital Management of KS first reported a position in OXY in Q3 2018 and held it in 6 quarters. The position peaked at $440K in Q4 2019. 800 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • United Capital Management of KS reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • United Capital Management of KS sold 10,672 Occidental Petroleum shares in Q1 2020, an estimated $440K.
  • United Capital Management of KS first reported a position in Occidental Petroleum in Q3 2018 and held it in 6 quarters.
  • United Capital Management of KS's Occidental Petroleum position peaked at $440K in Q4 2019.
  • 800 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on United Capital Management of KS's 13F filing for Q1 2020, filed 4 May 2020.