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Brandywine Oak Private Wealth’s Occidental Petroleum OXY Stock Holding History

Brandywine Oak Private Wealth’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
-4,825
Closed -$319K – 226
2019
Q1 		$319K Sell
4,825
-399
-8% -$26.3K 0.07% 150
2018
Q4 		$312K Buy
+5,224
New +$367K 0.07% 142

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

Brandywine Oak Private Wealth's OXY Position: Q2 2019 in Review

Brandywine Oak Private Wealth sold out of Occidental Petroleum (OXY) in Q2 2019, closing a stake of 4,825 shares — an estimated $319K sold.

Brandywine Oak Private Wealth first reported a position in OXY in Q4 2018 and held it in 2 quarters. The position peaked at $319K in Q1 2019. 1,054 funds tracked by Wall St. Rank hold OXY as of Q2 2019.

  • Brandywine Oak Private Wealth reported no remaining Occidental Petroleum position as of Q2 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 4,825 Occidental Petroleum shares in Q2 2019, an estimated $319K.
  • Brandywine Oak Private Wealth first reported a position in Occidental Petroleum in Q4 2018 and held it in 2 quarters.
  • Brandywine Oak Private Wealth's Occidental Petroleum position peaked at $319K in Q1 2019.
  • 1,054 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2019, filed 22 Jul 2019.