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Analyst IMS Investment Management Services’s Occidental Petroleum OXY Stock Holding History

Analyst IMS Investment Management Services’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
Q4 		– Sell
-30
Closed -$2K – 147
2018
Q3 		$2K Buy
+30
New +$2.42K ﹤0.01% 166

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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Analyst IMS Investment Management Services's OXY Position: Q4 2018 in Review

Analyst IMS Investment Management Services sold out of Occidental Petroleum (OXY) in Q4 2018, closing a stake of 30 shares — an estimated $2K sold.

Analyst IMS Investment Management Services first reported a position in OXY in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 1,113 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

  • Analyst IMS Investment Management Services reported no remaining Occidental Petroleum position as of Q4 2018 after selling out during the quarter.
  • Analyst IMS Investment Management Services sold 30 Occidental Petroleum shares in Q4 2018, an estimated $2K.
  • Analyst IMS Investment Management Services first reported a position in Occidental Petroleum in Q3 2018 and held it in 1 quarter.
  • Analyst IMS Investment Management Services's Occidental Petroleum position peaked at $2K in Q3 2018.
  • 1,113 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on Analyst IMS Investment Management Services's 13F filing for Q4 2018, filed 14 Feb 2019.