Atlas Brown’s Occidental Petroleum OXY Stock Holding History

Atlas Brown’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	-5,219	Closed	-$429K	–	146
2018 Q3	$429K	Hold	5,219	–	–	0.26%	95
2018 Q2	$447K	Hold	5,219	–	–	0.1%	94
2018 Q1	$339K	Buy	5,219 +352	+7%	+$24.6K	0.06%	110
2017 Q4	$377K	Hold	4,867	–	–	0.07%	104
2017 Q3	$313K	Buy	4,867 +65	+1%	+$3.96K	0.07%	104
2017 Q2	$287K	Sell	4,802 -163	-3%	-$9.98K	0.25%	104
2017 Q1	$315K	Hold	4,965	–	–	0.25%	99
2016 Q4	$362K	Hold	4,965	–	–	0.15%	86
2016 Q3	$362K	Hold	4,965	–	–	0.15%	86
2016 Q2	$375K	Hold	4,965	–	–	0.15%	80
2016 Q1	$340K	Sell	4,965 -8	-0.2%	-$536	0.14%	90
2015 Q4	$318K	Hold	4,973	–	–	0.2%	83
2015 Q3	$328K	Hold	4,973	–	–	0.14%	81
2015 Q2	$354K	Hold	4,973	–	–	0.14%	81
2015 Q1	$362K	Sell	4,973 -501	-9%	-$38.7K	0.1%	80
2014 Q4	$441K	Sell	5,474 -230	-4%	-$19.1K	0.12%	68
2014 Q3	$525K	Hold	5,704	–	–	0.19%	53
2014 Q2	$561K	Hold	5,704	–	–	0.28%	46
2014 Q1	$521K	Hold	5,704	–	–	0.28%	45
2013 Q4	$520K	Hold	5,704	–	–	0.36%	33
2013 Q3	$511K	Sell	5,704 -22	-0.4%	-$1.89K	0.38%	36
2013 Q2	$490K	Buy	+5,726	New	+$484K	0.1%	79

Other funds holding OXY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Atlas Brown's OXY Position: Q4 2018 in Review

Atlas Brown sold out of Occidental Petroleum (OXY) in Q4 2018, closing a stake of 5,219 shares — an estimated $429K sold.

Atlas Brown first reported a position in OXY in Q2 2013 and held it in 22 quarters. The position peaked at $561K in Q2 2014. 1,112 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

Atlas Brown reported no remaining Occidental Petroleum position as of Q4 2018 after selling out during the quarter.
Atlas Brown sold 5,219 Occidental Petroleum shares in Q4 2018, an estimated $429K.
Atlas Brown first reported a position in Occidental Petroleum in Q2 2013 and held it in 22 quarters.
Atlas Brown's Occidental Petroleum position peaked at $561K in Q2 2014.
1,112 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on Atlas Brown's 13F filing for Q4 2018, filed 28 Jan 2019.