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Univest Financial’s Occidental Petroleum OXY Stock Holding History

Univest Financial’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
-33,526
Closed -$2.39M – 127
2019
Q4 		$2.39M Sell
33,526
-8,051
-19% -$323K 1.01% 53
2019
Q3 		$1.85M Buy
41,577
+1,850
+5% +$87.5K 0.59% 50
2019
Q2 		$2M Buy
39,727
+1,370
+4% +$77.1K 0.63% 52
2019
Q1 		$2.54M Buy
38,357
+7,440
+24% +$490K 0.83% 47
2018
Q4 		$1.9M Sell
30,917
-3,789
-11% -$266K 0.7% 49
2018
Q3 		$2.85M Sell
34,706
-1,339
-4% -$108K 0.87% 48
2018
Q2 		$3.02M Sell
36,045
-3,222
-8% -$257K 1.21% 39
2018
Q1 		$2.55M Sell
39,267
-888
-2% -$62.1K 1.1% 43
2017
Q4 		$2.96M Sell
40,155
-786
-2% -$53.3K 1.19% 44
2017
Q3 		$2.63M Sell
40,941
-6,238
-13% -$380K 1.11% 44
2017
Q2 		$2.83M Buy
47,179
+2,006
+4% +$123K 1.19% 44
2017
Q1 		$2.86M Buy
45,173
+11,647
+35% +$775K 1.25% 44
2016
Q4 		$2.39M Sell
33,526
-1,945
-5% -$138K 1.01% 53
2016
Q3 		$2.59M Buy
35,471
+204
+0.6% +$15.3K 1.17% 48
2016
Q2 		$2.67M Buy
35,267
+408
+1% +$30.5K 1.22% 46
2016
Q1 		$2.38M Buy
34,859
+12,670
+57% +$849K 1.09% 49
2015
Q4 		$1.5M Sell
22,189
-6,579
-23% -$473K 0.68% 54
2015
Q3 		$1.9M Sell
28,768
-3,438
-11% -$240K 0.93% 54
2015
Q2 		$2.5M Buy
32,206
+666
+2% +$52K 1.15% 49
2015
Q1 		$2.3M Sell
31,540
-839
-3% -$64.9K 1.03% 54
2014
Q4 		$2.61M Sell
32,379
-2,912
-8% -$242K 1.14% 48
2014
Q3 		$3.25M Buy
35,291
+750
+2% +$72K 1.52% 26
2014
Q2 		$3.4M Buy
34,541
+640
+2% +$60.1K 1.6% 28
2014
Q1 		$3.1M Buy
33,901
+856
+3% +$76.5K 1.54% 28
2013
Q4 		$3.01M Sell
33,045
-3,873
-10% -$354K 1.48% 32
2013
Q3 		$3.31M Sell
36,918
-613
-2% -$52.7K 1.76% 17
2013
Q2 		$3.21M Buy
+37,531
New +$3.17M 1.76% 16

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Univest Financial's OXY Position: Q1 2020 in Review

Univest Financial sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 33,526 shares — an estimated $2.39M sold.

Univest Financial first reported a position in OXY in Q2 2013 and held it in 27 quarters. The position peaked at $3.4M in Q2 2014. 799 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • Univest Financial reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • Univest Financial sold 33,526 Occidental Petroleum shares in Q1 2020, an estimated $2.39M.
  • Univest Financial first reported a position in Occidental Petroleum in Q2 2013 and held it in 27 quarters.
  • Univest Financial's Occidental Petroleum position peaked at $3.4M in Q2 2014.
  • 799 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on Univest Financial's 13F filing for Q1 2020, filed 5 May 2020.