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Altman Advisors’s Occidental Petroleum OXY Stock Holding History

Altman 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
2019
Q1 		– Sell
-22,538
Closed -$1.38M – 70
2018
Q4 		$1.38M Sell
22,538
-9,814
-30% -$690K 1.52% 33
2018
Q3 		$2.66M Buy
32,352
+31,844
+6,269% +$2.57M 2.39% 10
2018
Q2 		$1.51K Buy
+508
New +$40.6K 1.39% 45

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Altman Advisors's OXY Position: Q1 2019 in Review

Altman Advisors sold out of Occidental Petroleum (OXY) in Q1 2019, closing a stake of 22,538 shares — an estimated $1.38M sold.

Altman Advisors first reported a position in OXY in Q2 2018 and held it in 3 quarters. The position peaked at $2.66M in Q3 2018. 1,131 funds tracked by Wall St. Rank hold OXY as of Q1 2019.

  • Altman Advisors reported no remaining Occidental Petroleum position as of Q1 2019 after selling out during the quarter.
  • Altman Advisors sold 22,538 Occidental Petroleum shares in Q1 2019, an estimated $1.38M.
  • Altman Advisors first reported a position in Occidental Petroleum in Q2 2018 and held it in 3 quarters.
  • Altman Advisors's Occidental Petroleum position peaked at $2.66M in Q3 2018.
  • 1,131 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2019.

Based on Altman Advisors's 13F filing for Q1 2019, filed 12 Apr 2019.