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Elite Wealth Management’s Occidental Petroleum OXY Stock Holding History

Elite Wealth 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
2014
Q4 		– Sell
-10
Closed -$1K – 342
2014
Q3 		$1K Hold
10
– – ﹤0.01% 595
2014
Q2 		$1K Buy
+10
New +$940 ﹤0.01% 428
2013
Q3 		– Sell
-311
Closed -$1K – 450
2013
Q2 		$1K Buy
+311
New +$26.3K ﹤0.01% 300

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Elite Wealth Management's OXY Position: Q1 2014 in Review

Elite Wealth Management sold out of Occidental Petroleum (OXY) in Q1 2014, closing a stake of 38 shares — an estimated $3K sold.

Elite Wealth Management first reported a position in OXY in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 1,108 funds tracked by Wall St. Rank hold OXY as of Q1 2014.

  • Elite Wealth Management reported no remaining Occidental Petroleum position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 38 Occidental Petroleum shares in Q1 2014, an estimated $3K.
  • Elite Wealth Management first reported a position in Occidental Petroleum in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Occidental Petroleum position peaked at $3K in Q4 2013.
  • 1,108 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.