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Fort Washington Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Fort Washington 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
2019
Q4 		– Sell
-36,354
Closed -$1.62M – 514
2019
Q3 		$1.62M Sell
36,354
-13,027
-26% -$616K 0.02% 282
2019
Q2 		$2.48M Sell
49,381
-20,048
-29% -$1.13M 0.03% 261
2019
Q1 		$4.6M Sell
69,429
-4,427
-6% -$292K 0.05% 209
2018
Q4 		$4.53M Sell
73,856
-25,229
-25% -$1.77M 0.06% 195
2018
Q3 		$8.14M Hold
99,085
– – 0.08% 195
2018
Q2 		$8.29M Hold
99,085
– – 0.08% 199
2018
Q1 		$6.44M Sell
99,085
-17,252
-15% -$1.21M 0.07% 211
2017
Q4 		$8.57M Buy
116,337
+1,500
+1% +$102K 0.09% 220
2017
Q3 		$7.37M Sell
114,837
-50
-0% -$3.04K 0.11% 110
2017
Q2 		$6.88M Sell
114,887
-3,468
-3% -$212K 0.11% 115
2017
Q1 		$7.5M Sell
118,355
-97
-0.1% -$6.45K 0.12% 108
2016
Q4 		$8.44M Buy
118,452
+125
+0.1% +$8.88K 0.14% 93
2016
Q3 		$8.63M Buy
118,327
+1,126
+1% +$84.3K 0.15% 96
2016
Q2 		$8.86M Sell
117,201
-500
-0.4% -$37.4K 0.17% 91
2016
Q1 		$8.05M Sell
117,701
-351
-0.3% -$23.5K 0.16% 97
2015
Q4 		$7.97M Buy
118,052
+1,353
+1% +$97.3K 0.16% 100
2015
Q3 		$7.71M Buy
116,699
+111,841
+2,302% +$7.81M 0.16% 103
2015
Q2 		$377K Buy
4,858
+1,853
+62% +$145K 0.01% 360
2015
Q1 		$219K Buy
+3,005
New +$232K ﹤0.01% 410
2014
Q4 		– Sell
-2,296
Closed -$212K – 435
2014
Q3 		$212K Buy
2,296
+104
+5% +$9.98K ﹤0.01% 416
2014
Q2 		$216K Buy
+2,192
New +$206K ﹤0.01% 420
2014
Q1 		– Sell
-111,997
Closed -$10.2M – 465
2013
Q4 		$10.2M Buy
+111,997
New +$10.2M 0.23% 90

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fort Washington Investment Advisors's OXY Position: Q4 2019 in Review

Fort Washington Investment Advisors sold out of Occidental Petroleum (OXY) in Q4 2019, closing a stake of 36,354 shares — an estimated $1.62M sold.

Fort Washington Investment Advisors first reported a position in OXY in Q4 2013 and held it in 22 quarters. The position peaked at $10.2M in Q4 2013. 1,049 funds tracked by Wall St. Rank hold OXY as of Q4 2019.

  • Fort Washington Investment Advisors reported no remaining Occidental Petroleum position as of Q4 2019 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 36,354 Occidental Petroleum shares in Q4 2019, an estimated $1.62M.
  • Fort Washington Investment Advisors first reported a position in Occidental Petroleum in Q4 2013 and held it in 22 quarters.
  • Fort Washington Investment Advisors's Occidental Petroleum position peaked at $10.2M in Q4 2013.
  • 1,049 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2019.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.