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Altavista Wealth Management’s Occidental Petroleum OXY Stock Holding History

Altavista Wealth 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
2018
Q1 		– Sell
-3,483
Closed -$257K – 143
2017
Q4 		$257K Sell
3,483
-1,040
-23% -$70.6K 0.11% 130
2017
Q3 		$290K Sell
4,523
-1,670
-27% -$102K 0.14% 109
2017
Q2 		$371K Sell
6,193
-863
-12% -$52.8K 0.18% 89
2017
Q1 		$447K Sell
7,056
-1,381
-16% -$91.9K 0.22% 81
2016
Q4 		$601K Sell
8,437
-929
-10% -$66K 0.33% 67
2016
Q3 		$683K Sell
9,366
-1,558
-14% -$117K 0.37% 64
2016
Q2 		$825K Sell
10,924
-11,576
-51% -$865K 0.45% 55
2016
Q1 		$1.54M Buy
22,500
+2,824
+14% +$189K 0.87% 41
2015
Q4 		$1.33M Buy
19,676
+6,232
+46% +$448K 0.78% 41
2015
Q3 		$888K Sell
13,444
-1,402
-9% -$97.9K 0.58% 45
2015
Q2 		$1.15M Buy
14,846
+1,333
+10% +$104K 0.71% 43
2015
Q1 		$985K Buy
13,513
+3,766
+39% +$291K 0.61% 47
2014
Q4 		$785K Buy
9,747
+2,080
+27% +$173K 0.48% 48
2014
Q3 		$706K Buy
7,667
+2,417
+46% +$232K 0.45% 58
2014
Q2 		$516K Buy
+5,250
New +$493K 0.32% 71

Other funds holding OXY

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Altavista Wealth Management's OXY Position: Q1 2018 in Review

Altavista Wealth Management sold out of Occidental Petroleum (OXY) in Q1 2018, closing a stake of 3,483 shares — an estimated $257K sold.

Altavista Wealth Management first reported a position in OXY in Q2 2014 and held it in 15 quarters. The position peaked at $1.54M in Q1 2016. 1,098 funds tracked by Wall St. Rank hold OXY as of Q1 2018.

  • Altavista Wealth Management reported no remaining Occidental Petroleum position as of Q1 2018 after selling out during the quarter.
  • Altavista Wealth Management sold 3,483 Occidental Petroleum shares in Q1 2018, an estimated $257K.
  • Altavista Wealth Management first reported a position in Occidental Petroleum in Q2 2014 and held it in 15 quarters.
  • Altavista Wealth Management's Occidental Petroleum position peaked at $1.54M in Q1 2016.
  • 1,098 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2018.

Based on Altavista Wealth Management's 13F filing for Q1 2018, filed 16 May 2018.