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Measured Wealth Private Client Group’s Occidental Petroleum OXY Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-354
Closed -$28K – 508
2018
Q3 		$28K Buy
+354
New +$28.6K 0.02% 466

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Measured Wealth Private Client Group's OXY Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Occidental Petroleum (OXY) in Q4 2018, closing a stake of 354 shares — an estimated $28K sold.

Measured Wealth Private Client Group first reported a position in OXY in Q3 2018 and held it in 1 quarter. The position peaked at $28K in Q3 2018. 1,113 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Occidental Petroleum position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 354 Occidental Petroleum shares in Q4 2018, an estimated $28K.
  • Measured Wealth Private Client Group first reported a position in Occidental Petroleum in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Occidental Petroleum position peaked at $28K in Q3 2018.
  • 1,113 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.