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Badgley, Phelps & Bell’s Occidental Petroleum OXY Stock Holding History

Badgley, Phelps & Bell’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 		– Sell
-3,773
Closed -$232K – 202
2018
Q4 		$232K Hold
3,773
– – 0.02% 176
2018
Q3 		$310K Sell
3,773
-90
-2% -$7.27K 0.02% 164
2018
Q2 		$323K Sell
3,863
-127
-3% -$10.1K 0.02% 158
2018
Q1 		$259K Sell
3,990
-31
-0.8% -$2.17K 0.02% 166
2017
Q4 		$296K Buy
+4,021
New +$273K 0.02% 162
2017
Q1 		– Sell
-4,740
Closed -$338K – 154
2016
Q4 		$338K Sell
4,740
-73,112
-94% -$5.19M 0.03% 132
2016
Q3 		$5.68M Buy
77,852
+687
+0.9% +$51.4K 0.5% 92
2016
Q2 		$5.83M Buy
77,165
+4,970
+7% +$371K 0.53% 90
2016
Q1 		$4.94M Buy
72,195
+18,862
+35% +$1.26M 0.47% 91
2015
Q4 		$3.6M Sell
53,333
-19,106
-26% -$1.37M 0.35% 100
2015
Q3 		$4.78M Sell
72,439
-2,589
-3% -$181K 0.5% 87
2015
Q2 		$5.83M Sell
75,028
-676
-0.9% -$52.8K 0.57% 80
2015
Q1 		$5.52M Buy
75,704
+6,676
+10% +$516K 0.54% 82
2014
Q4 		$5.55M Sell
69,028
-12,311
-15% -$1.02M 0.54% 85
2014
Q3 		$7.49M Buy
81,339
+125
+0.2% +$12K 0.74% 65
2014
Q2 		$7.99M Sell
81,214
-1,457
-2% -$137K 0.8% 52
2014
Q1 		$7.55M Sell
82,671
-201
-0.2% -$18K 0.78% 57
2013
Q4 		$7.55M Sell
82,872
-1,232
-1% -$112K 0.79% 57
2013
Q3 		$7.54M Sell
84,104
-1,120
-1% -$96.3K 0.85% 53
2013
Q2 		$7.29M Buy
+85,224
New +$7.2M 0.86% 53

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Badgley, Phelps & Bell's OXY Position: Q1 2019 in Review

Badgley, Phelps & Bell sold out of Occidental Petroleum (OXY) in Q1 2019, closing a stake of 3,773 shares — an estimated $232K sold.

Badgley, Phelps & Bell first reported a position in OXY in Q2 2013 and held it in 20 quarters. The position peaked at $7.99M in Q2 2014. 1,132 funds tracked by Wall St. Rank hold OXY as of Q1 2019.

  • Badgley, Phelps & Bell reported no remaining Occidental Petroleum position as of Q1 2019 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 3,773 Occidental Petroleum shares in Q1 2019, an estimated $232K.
  • Badgley, Phelps & Bell first reported a position in Occidental Petroleum in Q2 2013 and held it in 20 quarters.
  • Badgley, Phelps & Bell's Occidental Petroleum position peaked at $7.99M in Q2 2014.
  • 1,132 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2019.

Based on Badgley, Phelps & Bell's 13F filing for Q1 2019, filed 6 May 2019.