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BTR Capital Management’s Occidental Petroleum OXY Stock Holding History

BTR 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
2018
Q4 		– Sell
-3,070
Closed -$252K – 172
2018
Q3 		$252K Buy
+3,070
New +$248K 0.04% 152
2018
Q2 		– Sell
-3,530
Closed -$229K – 146
2018
Q1 		$229K Sell
3,530
-100
-3% -$7K 0.05% 132
2017
Q4 		$267K Hold
3,630
– – 0.05% 128
2017
Q3 		$233K Sell
3,630
-175
-5% -$10.7K 0.05% 139
2017
Q2 		$228K Sell
3,805
-100
-3% -$6.12K 0.05% 142
2017
Q1 		$247K Sell
3,905
-2,200
-36% -$146K 0.05% 138
2016
Q4 		$445K Hold
6,105
– – 0.1% 116
2016
Q3 		$445K Sell
6,105
-2,940
-33% -$220K 0.1% 116
2016
Q2 		$683K Sell
9,045
-13,449
-60% -$1.01M 0.16% 96
2016
Q1 		$1.54M Sell
22,494
-2,808
-11% -$188K 0.36% 61
2015
Q4 		$1.71M Sell
25,302
-16,693
-40% -$1.2M 0.39% 61
2015
Q3 		$2.77M Sell
41,995
-2,505
-6% -$175K 0.66% 50
2015
Q2 		$3.46M Sell
44,500
-2,584
-5% -$202K 0.81% 44
2015
Q1 		$3.43M Sell
47,084
-23,714
-33% -$1.83M 0.83% 44
2014
Q4 		$5.7M Sell
70,798
-17,508
-20% -$1.45M 1.55% 23
2014
Q3 		$8.13M Buy
88,306
+2,473
+3% +$237K 2.25% 11
2014
Q2 		$8.44M Buy
85,833
+600
+0.7% +$56.4K 2.32% 8
2014
Q1 		$7.78M Buy
85,233
+1,295
+2% +$116K 2.27% 12
2013
Q4 		$7.65M Sell
83,938
-1,482
-2% -$135K 2.18% 11
2013
Q3 		$7.66M Sell
85,420
-3,706
-4% -$319K 2.4% 9
2013
Q2 		$7.62M Buy
+89,126
New +$7.53M 2.37% 11

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

BTR Capital Management's OXY Position: Q4 2018 in Review

BTR Capital Management sold out of Occidental Petroleum (OXY) in Q4 2018, closing a stake of 3,070 shares — an estimated $252K sold.

BTR Capital Management first reported a position in OXY in Q2 2013 and held it in 21 quarters. The position peaked at $8.44M in Q2 2014. 1,112 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

  • BTR Capital Management reported no remaining Occidental Petroleum position as of Q4 2018 after selling out during the quarter.
  • BTR Capital Management sold 3,070 Occidental Petroleum shares in Q4 2018, an estimated $252K.
  • BTR Capital Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 21 quarters.
  • BTR Capital Management's Occidental Petroleum position peaked at $8.44M in Q2 2014.
  • 1,112 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on BTR Capital Management's 13F filing for Q4 2018, filed 23 Jan 2019.