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Edmonds Duncan Registered Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Edmonds Duncan Registered Investment 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
Q3 		– Sell
-2,400
Closed -$201K – 117
2018
Q2 		$201K Buy
+2,400
New +$192K 0.09% 109

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JP Morgan Chase
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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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's OXY Position: Q3 2018 in Review

Edmonds Duncan Registered Investment Advisors sold out of Occidental Petroleum (OXY) in Q3 2018, closing a stake of 2,400 shares — an estimated $201K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in OXY in Q2 2018 and held it in 1 quarter. The position peaked at $201K in Q2 2018. 1,151 funds tracked by Wall St. Rank hold OXY as of Q3 2018.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Occidental Petroleum position as of Q3 2018 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 2,400 Occidental Petroleum shares in Q3 2018, an estimated $201K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Occidental Petroleum in Q2 2018 and held it in 1 quarter.
  • Edmonds Duncan Registered Investment Advisors's Occidental Petroleum position peaked at $201K in Q2 2018.
  • 1,151 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2018.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.