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Epstein & White Financial’s Occidental Petroleum OXY Stock Holding History

Epstein & White Financial’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
Q1 		– Sell
-3,362
Closed -$201K – 88
2018
Q4 		$201K Sell
3,362
-480
-12% -$33.7K 0.13% 81
2018
Q3 		$322K Sell
3,842
-2,824
-42% -$228K 0.21% 52
2018
Q2 		$560K Sell
6,666
-394
-6% -$31.5K 0.42% 37
2018
Q1 		$484K Sell
7,060
-178
-2% -$12.4K 0.31% 56
2017
Q4 		$557K Buy
+7,238
New +$491K 0.32% 48

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Epstein & White Financial's OXY Position: Q1 2019 in Review

Epstein & White Financial sold out of Occidental Petroleum (OXY) in Q1 2019, closing a stake of 3,362 shares — an estimated $201K sold.

Epstein & White Financial first reported a position in OXY in Q4 2017 and held it in 5 quarters. The position peaked at $560K in Q2 2018. 1,131 funds tracked by Wall St. Rank hold OXY as of Q1 2019.

  • Epstein & White Financial reported no remaining Occidental Petroleum position as of Q1 2019 after selling out during the quarter.
  • Epstein & White Financial sold 3,362 Occidental Petroleum shares in Q1 2019, an estimated $201K.
  • Epstein & White Financial first reported a position in Occidental Petroleum in Q4 2017 and held it in 5 quarters.
  • Epstein & White Financial's Occidental Petroleum position peaked at $560K in Q2 2018.
  • 1,131 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2019.

Based on Epstein & White Financial's 13F filing for Q1 2019, filed 29 Apr 2019.