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Winslow Evans & Crocker’s Occidental Petroleum OXY Stock Holding History

Winslow Evans & Crocker’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
Q4 		$44K Sell
2,522
-379
-13% -$5.2K 0.01% 628
2020
Q3 		$29K Sell
2,901
-44
-1% -$620 0.01% 556
2020
Q2 		$54K Sell
2,945
-2,249
-43% -$35.4K 0.01% 451
2020
Q1 		$62K Hold
5,194
– – 0.02% 400
2019
Q4 		$216K Sell
5,194
-1,236
-19% -$49.5K 0.06% 280
2019
Q3 		$288K Buy
6,430
+2,322
+57% +$110K 0.08% 243
2019
Q2 		$208K Buy
4,108
+816
+25% +$45.9K 0.06% 284
2019
Q1 		$220K Buy
3,292
+806
+32% +$53.1K 0.06% 277
2018
Q4 		$154K Hold
2,486
– – 0.05% 292
2018
Q3 		$206K Sell
2,486
-7,324
-75% -$592K 0.06% 260
2018
Q2 		$822K Buy
9,810
+8,324
+560% +$665K 0.26% 93
2018
Q1 		$96.5K Hold
1,486
– – 0.03% 360
2017
Q4 		$109K Hold
1,486
– – 0.04% 351
2017
Q3 		$95.4K Sell
1,486
-74
-5% -$4.51K 0.03% 370
2017
Q2 		$93.4K Buy
1,560
+80
+5% +$4.9K 0.03% 445
2017
Q1 		$93.8K Hold
1,480
– – 0.03% 425
2016
Q4 		$105K Hold
1,480
– – 0.03% 398
2016
Q3 		$108K Hold
1,480
– – 0.03% 393
2016
Q2 		$112K Hold
1,480
– – 0.03% 359
2016
Q1 		$101K Sell
1,480
-181
-11% -$12.1K 0.03% 363
2015
Q4 		$112K Sell
1,661
-100
-6% -$7.19K 0.03% 375
2015
Q3 		$116K Sell
1,761
-30
-2% -$2.1K 0.04% 363
2015
Q2 		$139K Buy
1,791
+178
+11% +$13.9K 0.04% 366
2015
Q1 		$118K Hold
1,613
– – 0.03% 399
2014
Q4 		$130K Sell
1,613
-278
-15% -$23.1K 0.04% 364
2014
Q3 		$174K Buy
1,891
+211
+13% +$20.2K 0.05% 323
2014
Q2 		$165K Sell
1,680
-38
-2% -$3.57K 0.05% 286
2014
Q1 		$157K Hold
1,718
– – 0.05% 293
2013
Q4 		$156K Buy
+1,718
New +$157K 0.05% 307

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
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Winslow Evans & Crocker's OXY Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Occidental Petroleum (OXY) stake by 13% in Q4 2020, selling an estimated $5.2K and leaving 2,522 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #628.

Winslow Evans & Crocker first reported a position in OXY in Q4 2013 and has held it in 29 quarters since. The position peaked at $822K in Q2 2018. 696 funds tracked by Wall St. Rank hold OXY as of Q4 2020.

  • Winslow Evans & Crocker held 2,522 shares of Occidental Petroleum worth $44K as of Q4 2020.
  • Winslow Evans & Crocker sold 379 Occidental Petroleum shares in Q4 2020, an estimated $5.2K.
  • Occidental Petroleum made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #628 holding.
  • Winslow Evans & Crocker first reported a position in Occidental Petroleum in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Occidental Petroleum position peaked at $822K in Q2 2018.
  • 696 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.