PWS
OXY icon

Peloton Wealth Strategists’s Occidental Petroleum OXY Stock Holding History

Peloton Wealth Strategists’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
Q1 		– Sell
-31,700
Closed -$2.33M – 64
2017
Q4 		$2.33M Sell
31,700
-950
-3% -$64.5K 1.74% 28
2017
Q3 		$2.1M Buy
32,650
+10,750
+49% +$655K 1.62% 29
2017
Q2 		$1.31M Sell
21,900
-300
-1% -$18.4K 1.02% 41
2017
Q1 		$1.41M Sell
22,200
-7,300
-25% -$486K 1.16% 34
2016
Q4 		$2.1M Sell
29,500
-1,100
-4% -$78.1K 1.72% 21
2016
Q3 		$2.23M Buy
+30,600
New +$2.29M 1.85% 19
2016
Q1 		$2.09M Sell
30,550
-453
-1% -$30.4K 1.77% 25
2015
Q4 		$2.09M Sell
31,003
-4,908
-14% -$353K 1.81% 20
2015
Q3 		$2.37M Buy
35,911
+2,254
+7% +$157K 2.07% 14
2015
Q2 		$2.61M Buy
33,657
+951
+3% +$74.3K 2.08% 12
2015
Q1 		$2.38M Buy
32,706
+5,239
+19% +$405K 1.85% 19
2014
Q4 		$2.21M Sell
27,467
-1,675
-6% -$139K 1.68% 24
2014
Q3 		$2.69M Sell
29,142
-3,528
-11% -$338K 2.12% 14
2014
Q2 		$2.37M Buy
+32,670
New +$3.07M 2.08% 18

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Peloton Wealth Strategists's OXY Position: Q1 2018 in Review

Peloton Wealth Strategists sold out of Occidental Petroleum (OXY) in Q1 2018, closing a stake of 31,700 shares — an estimated $2.33M sold.

Peloton Wealth Strategists first reported a position in OXY in Q2 2014 and held it in 14 quarters. The position peaked at $2.69M in Q3 2014. 1,097 funds tracked by Wall St. Rank hold OXY as of Q1 2018.

  • Peloton Wealth Strategists reported no remaining Occidental Petroleum position as of Q1 2018 after selling out during the quarter.
  • Peloton Wealth Strategists sold 31,700 Occidental Petroleum shares in Q1 2018, an estimated $2.33M.
  • Peloton Wealth Strategists first reported a position in Occidental Petroleum in Q2 2014 and held it in 14 quarters.
  • Peloton Wealth Strategists's Occidental Petroleum position peaked at $2.69M in Q3 2014.
  • 1,097 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2018.

Based on Peloton Wealth Strategists's 13F filing for Q1 2018, filed 7 May 2018.