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Apriem Advisors’s Occidental Petroleum OXY Stock Holding History

Apriem 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
2018
Q3 		– Sell
-180
Closed -$15K – 306
2018
Q2 		$15K Buy
+180
New +$14.4K ﹤0.01% 383
2017
Q2 		– Sell
-744
Closed -$47K – 415
2017
Q1 		$47K Sell
744
-88
-11% -$5.85K 0.01% 240
2016
Q4 		$59K Sell
832
-690
-45% -$49K 0.02% 211
2016
Q3 		$111K Buy
1,522
+302
+25% +$22.6K 0.03% 155
2016
Q2 		$92K Buy
1,220
+157
+15% +$11.7K 0.03% 169
2016
Q1 		$73K Sell
1,063
-107
-9% -$7.17K 0.03% 164
2015
Q4 		$79K Buy
1,170
+53
+5% +$3.81K 0.03% 157
2015
Q3 		$74K Sell
1,117
-37,031
-97% -$2.59M 0.03% 163
2015
Q2 		$2.96M Buy
38,148
+696
+2% +$54.4K 1.02% 32
2015
Q1 		$2.73M Buy
37,452
+1,445
+4% +$112K 0.95% 38
2014
Q4 		$2.9M Buy
36,007
+2,810
+8% +$233K 1.07% 34
2014
Q3 		$3.06M Sell
33,197
-1,069
-3% -$103K 1.17% 31
2014
Q2 		$3.37M Sell
34,266
-573
-2% -$53.9K 1.29% 28
2014
Q1 		$3.18M Sell
34,839
-1,094
-3% -$97.8K 1.2% 28
2013
Q4 		$3.27M Buy
35,933
+78
+0.2% +$7.12K 1.28% 30
2013
Q3 		$3.21M Buy
35,855
+809
+2% +$69.5K 1.39% 29
2013
Q2 		$3M Buy
+35,046
New +$2.96M 1.47% 25

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Apriem Advisors's OXY Position: Q3 2018 in Review

Apriem Advisors sold out of Occidental Petroleum (OXY) in Q3 2018, closing a stake of 180 shares — an estimated $15K sold.

Apriem Advisors first reported a position in OXY in Q2 2013 and held it in 17 quarters. The position peaked at $3.37M in Q2 2014. 1,150 funds tracked by Wall St. Rank hold OXY as of Q3 2018.

  • Apriem Advisors reported no remaining Occidental Petroleum position as of Q3 2018 after selling out during the quarter.
  • Apriem Advisors sold 180 Occidental Petroleum shares in Q3 2018, an estimated $15K.
  • Apriem Advisors first reported a position in Occidental Petroleum in Q2 2013 and held it in 17 quarters.
  • Apriem Advisors's Occidental Petroleum position peaked at $3.37M in Q2 2014.
  • 1,150 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.