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Avitas Wealth Management’s Occidental Petroleum OXY Stock Holding History

Avitas Wealth 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
Q2 		– Sell
-42,521
Closed -$2.81M – 175
2019
Q1 		$2.81M Sell
42,521
-9,837
-19% -$648K 0.82% 51
2018
Q4 		$3.21M Buy
52,358
+21,016
+67% +$1.48M 1.06% 29
2018
Q3 		$2.58M Buy
31,342
+1,256
+4% +$102K 0.73% 62
2018
Q2 		$2.52M Buy
+30,086
New +$2.4M 0.78% 57

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Avitas Wealth Management's OXY Position: Q2 2019 in Review

Avitas Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2019, closing a stake of 42,521 shares — an estimated $2.81M sold.

Avitas Wealth Management first reported a position in OXY in Q2 2018 and held it in 4 quarters. The position peaked at $3.21M in Q4 2018. 1,054 funds tracked by Wall St. Rank hold OXY as of Q2 2019.

  • Avitas Wealth Management reported no remaining Occidental Petroleum position as of Q2 2019 after selling out during the quarter.
  • Avitas Wealth Management sold 42,521 Occidental Petroleum shares in Q2 2019, an estimated $2.81M.
  • Avitas Wealth Management first reported a position in Occidental Petroleum in Q2 2018 and held it in 4 quarters.
  • Avitas Wealth Management's Occidental Petroleum position peaked at $3.21M in Q4 2018.
  • 1,054 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2019.

Based on Avitas Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.