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Keystone Financial Planning’s Occidental Petroleum OXY Stock Holding History

Keystone Financial Planning’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
Q2 		– Sell
-44,345
Closed -$2.88M – 48
2018
Q1 		$2.88M Sell
44,345
-5,416
-11% -$379K 1.61% 27
2017
Q4 		$3.67M Sell
49,761
-3,789
-7% -$257K 1.95% 24
2017
Q3 		$3.44M Sell
53,550
-195
-0.4% -$11.9K 1.95% 25
2017
Q2 		$3.22M Sell
53,745
-489
-0.9% -$29.9K 1.95% 28
2017
Q1 		$3.44M Sell
54,234
-1,153
-2% -$76.7K 2.14% 27
2016
Q4 		$3.94M Sell
55,387
-6,868
-11% -$488K 2.58% 22
2016
Q3 		$4.54M Sell
62,255
-146
-0.2% -$10.9K 2.98% 20
2016
Q2 		$4.71M Sell
62,401
-5,954
-9% -$445K 3.19% 16
2016
Q1 		$4.68M Buy
68,355
+108
+0.2% +$7.24K 3.35% 13
2015
Q4 		$4.61M Sell
68,247
-546
-0.8% -$39.3K 3.49% 13
2015
Q3 		$4.54M Buy
68,793
+2,978
+5% +$208K 3.67% 11
2015
Q2 		$5.11M Sell
65,815
-52
-0.1% -$4.06K 3.91% 5
2015
Q1 		$4.8M Buy
65,867
+9,370
+17% +$725K 3.65% 9
2014
Q4 		$4.55M Buy
+56,497
New +$4.69M 3.35% 13
2014
Q2 		– Sell
-5,468
Closed -$499K – 53
2014
Q1 		$499K Buy
+5,468
New +$489K 0.39% 41

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Keystone Financial Planning's OXY Position: Q2 2018 in Review

Keystone Financial Planning sold out of Occidental Petroleum (OXY) in Q2 2018, closing a stake of 44,345 shares — an estimated $2.88M sold.

Keystone Financial Planning first reported a position in OXY in Q1 2014 and held it in 15 quarters. The position peaked at $5.11M in Q2 2015. 1,185 funds tracked by Wall St. Rank hold OXY as of Q2 2018.

  • Keystone Financial Planning reported no remaining Occidental Petroleum position as of Q2 2018 after selling out during the quarter.
  • Keystone Financial Planning sold 44,345 Occidental Petroleum shares in Q2 2018, an estimated $2.88M.
  • Keystone Financial Planning first reported a position in Occidental Petroleum in Q1 2014 and held it in 15 quarters.
  • Keystone Financial Planning's Occidental Petroleum position peaked at $5.11M in Q2 2015.
  • 1,185 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2018.

Based on Keystone Financial Planning's 13F filing for Q2 2018, filed 6 Aug 2018.