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Wealthspire Advisors (Maryland)’s Occidental Petroleum OXY Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$125K Buy
+12,513
New +$176K ﹤0.01% 462
2019
Q4 		– Sell
-5,320
Closed -$237K – 511
2019
Q3 		$237K Buy
+5,320
New +$252K 0.02% 399
2019
Q2 		– Sell
-3,911
Closed -$259K – 1536
2019
Q1 		$259K Sell
3,911
-109
-3% -$7.18K 0.02% 391
2018
Q4 		$247K Sell
4,020
-525
-12% -$36.9K 0.02% 364
2018
Q3 		$373K Sell
4,545
-910
-17% -$73.5K 0.03% 304
2018
Q2 		$456K Sell
5,455
-176
-3% -$14.1K 0.04% 256
2018
Q1 		$366K Sell
5,631
-586
-9% -$41K 0.03% 312
2017
Q4 		$458K Buy
6,217
+1,935
+45% +$131K 0.04% 274
2017
Q3 		$275K Sell
4,282
-173
-4% -$10.5K 0.03% 384
2017
Q2 		$267K Buy
4,455
+320
+8% +$19.6K 0.03% 367
2017
Q1 		$262K Sell
4,135
-2,902
-41% -$193K 0.04% 318
2016
Q4 		$501K Buy
7,037
+140
+2% +$9.94K 0.07% 178
2016
Q3 		$503K Buy
6,897
+1,077
+19% +$80.6K 0.08% 175
2016
Q2 		$440K Sell
5,820
-135
-2% -$10.1K 0.07% 183
2016
Q1 		$408K Sell
5,955
-94
-2% -$6.3K 0.07% 187
2015
Q4 		$408K Buy
+6,049
New +$435K 0.08% 191

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s OXY Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Occidental Petroleum (OXY) in Q3 2020: 12,513 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in OXY as recently as Q3 2019.

Wealthspire Advisors (Maryland) first reported a position in OXY in Q4 2015 and has held it in 16 quarters since. The position peaked at $503K in Q3 2016. 680 funds tracked by Wall St. Rank hold OXY as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 12,513 shares of Occidental Petroleum worth $125K as of Q3 2020.
  • Occidental Petroleum was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Occidental Petroleum made up ﹤0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #462 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Occidental Petroleum in Q4 2015 and has held it in 16 quarters since.
  • Wealthspire Advisors (Maryland)'s Occidental Petroleum position peaked at $503K in Q3 2016.
  • 680 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.