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Ballew Advisors’s Occidental Petroleum OXY Stock Holding History

Ballew 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
Q4 		– Sell
-218
Closed -$15K – 345
2018
Q3 		$15K Hold
218
– – 0.01% 264
2018
Q2 		$18K Hold
218
– – 0.02% 255
2018
Q1 		$14K Buy
+218
New +$15.2K 0.01% 274

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Ballew Advisors's OXY Position: Q4 2018 in Review

Ballew Advisors sold out of Occidental Petroleum (OXY) in Q4 2018, closing a stake of 218 shares — an estimated $15K sold.

Ballew Advisors first reported a position in OXY in Q1 2018 and held it in 3 quarters. The position peaked at $18K in Q2 2018. 1,113 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

  • Ballew Advisors reported no remaining Occidental Petroleum position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 218 Occidental Petroleum shares in Q4 2018, an estimated $15K.
  • Ballew Advisors first reported a position in Occidental Petroleum in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's Occidental Petroleum position peaked at $18K in Q2 2018.
  • 1,113 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.