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Edge Advisors’s Occidental Petroleum OXY Stock Holding History

Edge 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
Q2 		$329K Sell
3,939
-890
-18% -$71.1K 0.03% 258
2018
Q1 		$313K Buy
4,829
+553
+13% +$38.7K 0.03% 261
2017
Q4 		$314K Sell
4,276
-1,184
-22% -$80.4K 0.03% 262
2017
Q3 		$350K Sell
5,460
-376
-6% -$22.9K 0.04% 247
2017
Q2 		$349K Buy
5,836
+1,881
+48% +$115K 0.04% 252
2017
Q1 		$250K Buy
3,955
+3,458
+696% +$230K 0.03% 294
2016
Q4 		$35K Buy
+497
New +$35.3K ﹤0.01% 523

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Edge Advisors's OXY Position: Q2 2018 in Review

Edge Advisors reduced its Occidental Petroleum (OXY) stake by 18% in Q2 2018, selling an estimated $71.1K and leaving 3,939 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #258.

Edge Advisors first reported a position in OXY in Q4 2016 and has held it in 7 quarters since. The position peaked at $350K in Q3 2017. 1,185 funds tracked by Wall St. Rank hold OXY as of Q2 2018.

  • Edge Advisors held 3,939 shares of Occidental Petroleum worth $329K as of Q2 2018.
  • Edge Advisors sold 890 Occidental Petroleum shares in Q2 2018, an estimated $71.1K.
  • Occidental Petroleum made up 0.03% of Edge Advisors's portfolio in Q2 2018, its #258 holding.
  • Edge Advisors first reported a position in Occidental Petroleum in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Occidental Petroleum position peaked at $350K in Q3 2017.
  • 1,185 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.