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Wealthstreet Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Wealthstreet Investment Advisors’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
-9,000
Closed -$371K – 334
2019
Q4 		$371K Buy
+9,000
New +$361K 0.04% 263
2019
Q3 		– Sell
-4,544
Closed -$228K – 341
2019
Q2 		$228K Buy
+4,544
New +$256K 0.03% 317

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 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 $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthstreet Investment Advisors's OXY Position: Q1 2020 in Review

Wealthstreet Investment Advisors sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 9,000 shares — an estimated $371K sold.

Wealthstreet Investment Advisors first reported a position in OXY in Q2 2019 and held it in 2 quarters. The position peaked at $371K in Q4 2019. 799 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • Wealthstreet Investment Advisors reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 9,000 Occidental Petroleum shares in Q1 2020, an estimated $371K.
  • Wealthstreet Investment Advisors first reported a position in Occidental Petroleum in Q2 2019 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's Occidental Petroleum position peaked at $371K in Q4 2019.
  • 799 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2020, filed 1 May 2020.