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Wilen Investment Management’s Occidental Petroleum OXY Stock Holding History

Wilen Investment Management’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
-14,613
Closed -$595K – 56
2019
Q4 		$595K Sell
14,613
-1,392
-9% -$55.8K 0.47% 34
2019
Q3 		$704K Sell
16,005
-300
-2% -$14.2K 0.55% 32
2019
Q2 		$807K Sell
16,305
-592
-4% -$33.3K 0.63% 31
2019
Q1 		$1.11M Sell
16,897
-200
-1% -$13.2K 0.85% 29
2018
Q4 		$1.04M Sell
17,097
-144
-0.8% -$10.1K 0.9% 26
2018
Q3 		$1.41M Sell
17,241
-268
-2% -$21.7K 0.94% 25
2018
Q2 		$1.44M Sell
17,509
-400
-2% -$31.9K 0.92% 24
2018
Q1 		$1.16M Hold
17,909
– – 0.79% 25
2017
Q4 		$1.31M Sell
17,909
-2,612
-13% -$177K 0.85% 24
2017
Q3 		$1.3M Hold
20,521
– – 0.79% 25
2017
Q2 		$1.21M Sell
20,521
-1,337
-6% -$81.8K 0.73% 27
2017
Q1 		$1.37M Sell
21,858
-200
-0.9% -$13.3K 0.82% 26
2016
Q4 		$1.57M Hold
22,058
– – 0.97% 25
2016
Q3 		$1.59M Sell
22,058
-940
-4% -$70.4K 1.05% 23
2016
Q2 		$1.73M Hold
22,998
– – 1.13% 20
2016
Q1 		$1.56M Sell
22,998
-240
-1% -$16.1K 1.09% 21
2015
Q4 		$1.55M Sell
23,238
-326
-1% -$23.5K 1.13% 22
2015
Q3 		$1.54M Hold
23,564
– – 1.1% 23
2015
Q2 		$1.81M Sell
23,564
-184
-0.8% -$14.4K 1.22% 20
2015
Q1 		$1.72M Sell
23,748
-127
-0.5% -$9.82K 1.18% 21
2014
Q4 		$1.91M Sell
23,875
-689
-3% -$57.2K 1.26% 19
2014
Q3 		$2.25M Sell
24,564
-770
-3% -$73.9K 1.43% 19
2014
Q2 		$2.48M Sell
25,334
-1,345
-5% -$126K 1.45% 21
2014
Q1 		$2.43M Hold
26,679
– – 1.42% 19
2013
Q4 		$2.42M Hold
26,679
– – 1.55% 17
2013
Q3 		$2.38M Sell
26,679
-743
-3% -$63.9K 1.59% 17
2013
Q2 		$2.34M Buy
+27,422
New +$2.32M 1.72% 15

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

Wilen Investment Management's OXY Position: Q1 2020 in Review

Wilen Investment Management sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 14,613 shares — an estimated $595K sold.

Wilen Investment Management first reported a position in OXY in Q2 2013 and held it in 27 quarters. The position peaked at $2.48M in Q2 2014. 799 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • Wilen Investment Management reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • Wilen Investment Management sold 14,613 Occidental Petroleum shares in Q1 2020, an estimated $595K.
  • Wilen Investment Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 27 quarters.
  • Wilen Investment Management's Occidental Petroleum position peaked at $2.48M in Q2 2014.
  • 799 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on Wilen Investment Management's 13F filing for Q1 2020, filed 14 May 2020.