Aviance Capital Management’s Occidental Petroleum OXY Stock Holding History

Aviance Capital 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 Q1	$5K	Sell	68 -21	-24%	-$1.38K	﹤0.01%	204
2018 Q4	$5K	Sell	89 -61,223	-100%	-$4.3M	﹤0.01%	207
2018 Q3	$5.04M	Buy	+61,312	New	+$4.96M	0.49%	55
2018 Q2	–	Sell	-40	Closed	-$3K	–	269
2018 Q1	$3K	Buy	+40	New	+$2.8K	﹤0.01%	255
2017 Q4	–	Sell	-41	Closed	-$3K	–	317
2017 Q3	$3K	Sell	41 -4	-9%	-$244	﹤0.01%	294
2017 Q2	$3K	Buy	+45	New	+$2.75K	﹤0.01%	319
2017 Q1	–	Sell	-11,019	Closed	-$785K	–	202
2016 Q4	$785K	Buy	+11,019	New	+$783K	0.04%	139
2014 Q4	–	Sell	-171,982	Closed	-$15.8M	–	326
2014 Q3	$15.8M	Buy	+171,982	New	+$16.5M	0.64%	54
2014 Q1	–	Sell	-185	Closed	-$17K	–	370
2013 Q4	$17K	Sell	185 -49	-21%	-$4.47K	0.01%	297
2013 Q3	$21K	Buy	+234	New	+$20.1K	0.01%	260

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Aviance Capital Management's OXY Position: Q1 2019 in Review

Aviance Capital Management reduced its Occidental Petroleum (OXY) stake by 24% in Q1 2019, selling an estimated $1.38K and leaving 68 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Aviance Capital Management first reported a position in OXY in Q3 2013 and has held it in 10 quarters since. The position peaked at $15.8M in Q3 2014. 1,132 funds tracked by Wall St. Rank hold OXY as of Q1 2019.

Aviance Capital Management held 68 shares of Occidental Petroleum worth $5K as of Q1 2019.
Aviance Capital Management sold 21 Occidental Petroleum shares in Q1 2019, an estimated $1.38K.
Occidental Petroleum made up ﹤0.01% of Aviance Capital Management's portfolio in Q1 2019, its #204 holding.
Aviance Capital Management first reported a position in Occidental Petroleum in Q3 2013 and has held it in 10 quarters since.
Aviance Capital Management's Occidental Petroleum position peaked at $15.8M in Q3 2014.
1,132 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.