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Andesa Financial Management’s Occidental Petroleum OXY Stock Holding History

Andesa Financial 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
2019
Q3 		– Sell
-4,096
Closed -$207K – 110
2019
Q2 		$207K Sell
4,096
-7,094
-63% -$399K 0.2% 104
2019
Q1 		$746K Buy
11,190
+6,089
+119% +$401K 0.37% 61
2018
Q4 		$312K Buy
+5,101
New +$358K 0.37% 70

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Andesa Financial Management's OXY Position: Q3 2019 in Review

Andesa Financial Management sold out of Occidental Petroleum (OXY) in Q3 2019, closing a stake of 4,096 shares — an estimated $207K sold.

Andesa Financial Management first reported a position in OXY in Q4 2018 and held it in 3 quarters. The position peaked at $746K in Q1 2019. 1,076 funds tracked by Wall St. Rank hold OXY as of Q3 2019.

  • Andesa Financial Management reported no remaining Occidental Petroleum position as of Q3 2019 after selling out during the quarter.
  • Andesa Financial Management sold 4,096 Occidental Petroleum shares in Q3 2019, an estimated $207K.
  • Andesa Financial Management first reported a position in Occidental Petroleum in Q4 2018 and held it in 3 quarters.
  • Andesa Financial Management's Occidental Petroleum position peaked at $746K in Q1 2019.
  • 1,076 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2019.

Based on Andesa Financial Management's 13F filing for Q3 2019, filed 8 Nov 2019.