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McKinley Carter Wealth Services’s Occidental Petroleum OXY Stock Holding History

McKinley Carter Wealth Services’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
-650
Closed -$42K – 315
2018
Q1 		$42K Buy
+650
New +$45.5K 0.01% 275
2014
Q1 		– Sell
-2,937
Closed -$268K – 120
2013
Q4 		$268K Sell
2,937
-89
-3% -$8.13K 0.26% 89
2013
Q3 		$271K Buy
+3,026
New +$260K 0.32% 67

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

McKinley Carter Wealth Services's OXY Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Occidental Petroleum (OXY) in Q2 2018, closing a stake of 650 shares — an estimated $42K sold.

McKinley Carter Wealth Services first reported a position in OXY in Q3 2013 and held it in 3 quarters. The position peaked at $271K in Q3 2013. 1,185 funds tracked by Wall St. Rank hold OXY as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Occidental Petroleum position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 650 Occidental Petroleum shares in Q2 2018, an estimated $42K.
  • McKinley Carter Wealth Services first reported a position in Occidental Petroleum in Q3 2013 and held it in 3 quarters.
  • McKinley Carter Wealth Services's Occidental Petroleum position peaked at $271K in Q3 2013.
  • 1,185 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.