Kaizen Advisory’s Occidental Petroleum OXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$127K Buy
2,061
+268
+15% +$18.8K 0.09% 195
2018
Q3
$147K Hold
1,793
0.08% 185
2018
Q2
$150K Buy
1,793
+1,052
+142% +$84K 0.08% 177
2018
Q1
$48K Hold
741
0.05% 205
2017
Q4
$55K Buy
+741
New +$50.3K 0.03% 182

Other funds holding OXY

Kaizen Advisory's OXY Position: Q4 2018 in Review

Kaizen Advisory increased its Occidental Petroleum (OXY) stake by 15% in Q4 2018, buying an estimated $18.8K and bringing the position to 2,061 shares worth $127K. The position accounts for 0.09% of the portfolio, ranked #195.

Kaizen Advisory first reported a position in OXY in Q4 2017 and has held it in 5 quarters since. The position peaked at $150K in Q2 2018. 1,112 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

  • Kaizen Advisory held 2,061 shares of Occidental Petroleum worth $127K as of Q4 2018.
  • Kaizen Advisory bought 268 Occidental Petroleum shares in Q4 2018, an estimated $18.8K.
  • Occidental Petroleum made up 0.09% of Kaizen Advisory's portfolio in Q4 2018, its #195 holding.
  • Kaizen Advisory first reported a position in Occidental Petroleum in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Occidental Petroleum position peaked at $150K in Q2 2018.
  • 1,112 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.