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Palo Capital’s Occidental Petroleum OXY Stock Holding History

Palo Capital’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 		$395K Hold
6,428
– – 0.17% 113
2018
Q3 		$528K Sell
6,428
-5,272
-45% -$426K 0.19% 115
2018
Q2 		$979K Sell
11,700
-200
-2% -$16K 0.36% 90
2018
Q1 		$773K Buy
11,900
+4,000
+51% +$280K 0.28% 103
2017
Q4 		$582K Buy
+7,900
New +$536K 0.26% 97

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Palo Capital's OXY Position: Q4 2018 in Review

Palo Capital held its Occidental Petroleum (OXY) position steady in Q4 2018 at 6,428 shares worth $395K. The position accounts for 0.17% of the portfolio, ranked #113.

Palo Capital first reported a position in OXY in Q4 2017 and has held it in 5 quarters since. The position peaked at $979K in Q2 2018. 1,113 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

  • Palo Capital held 6,428 shares of Occidental Petroleum worth $395K as of Q4 2018.
  • Palo Capital left its Occidental Petroleum share count unchanged in Q4 2018.
  • Occidental Petroleum made up 0.17% of Palo Capital's portfolio in Q4 2018, its #113 holding.
  • Palo Capital first reported a position in Occidental Petroleum in Q4 2017 and has held it in 5 quarters since.
  • Palo Capital's Occidental Petroleum position peaked at $979K in Q2 2018.
  • 1,113 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.