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Mariner Wealth Advisors (Cincinnati)’s Occidental Petroleum OXY Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		$899K Sell
10,944
-41
-0.4% -$3.31K 0.05% 147
2018
Q2 		$919K Sell
10,985
-247
-2% -$19.7K 0.05% 137
2018
Q1 		$730K Buy
+11,232
New +$786K 0.04% 150
2017
Q4 		– Sell
-3,121
Closed -$200K – 284
2017
Q3 		$200K Sell
3,121
-323
-9% -$19.7K 0.01% 268
2017
Q2 		$206K Sell
3,444
-2,610
-43% -$160K 0.01% 246
2017
Q1 		$384K Sell
6,054
-1,317
-18% -$87.6K 0.03% 195
2016
Q4 		$525K Sell
7,371
-5,276
-42% -$375K 0.04% 154
2016
Q3 		$922K Sell
12,647
-785
-6% -$58.8K 0.08% 121
2016
Q2 		$1.01M Buy
13,432
+2,905
+28% +$217K 0.09% 119
2016
Q1 		$720K Sell
10,527
-2,065
-16% -$138K 0.07% 125
2015
Q4 		$850K Buy
+12,592
New +$906K 0.08% 117
2015
Q1 		$429K Buy
5,890
+133
+2% +$10.3K 0.06% 119
2014
Q4 		$463K Sell
5,757
-71
-1% -$5.89K 0.07% 113
2014
Q3 		$537K Buy
5,828
+866
+17% +$83.1K 0.09% 101
2014
Q2 		$488K Sell
4,962
-591
-11% -$55.5K 0.08% 101
2014
Q1 		$507K Sell
5,553
-3,124
-36% -$279K 0.08% 90
2013
Q4 		$791K Sell
8,677
-96,386
-92% -$8.8M 0.13% 76
2013
Q3 		$9.41M Buy
105,063
+4,946
+5% +$425K 1.75% 33
2013
Q2 		$8.56M Buy
+100,117
New +$8.46M 1.7% 33

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s OXY Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Occidental Petroleum (OXY) stake by 0.37% in Q3 2018, selling an estimated $3.31K and leaving 10,944 shares worth $899K. The position accounts for 0.05% of the portfolio, ranked #147.

Mariner Wealth Advisors (Cincinnati) first reported a position in OXY in Q2 2013 and has held it in 19 quarters since. The position peaked at $9.41M in Q3 2013. 1,150 funds tracked by Wall St. Rank hold OXY as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 10,944 shares of Occidental Petroleum worth $899K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 41 Occidental Petroleum shares in Q3 2018, an estimated $3.31K.
  • Occidental Petroleum made up 0.05% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #147 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Occidental Petroleum in Q2 2013 and has held it in 19 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Occidental Petroleum position peaked at $9.41M in Q3 2013.
  • 1,150 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.