Private Ocean’s Occidental Petroleum OXY Stock Holding History

Private Ocean’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	-81	Closed	-$7K	–	367
2018 Q3	$7K	Hold	81	–	–	﹤0.01%	279
2018 Q2	$7K	Hold	81	–	–	﹤0.01%	303
2018 Q1	$5K	Buy	+81	New	+$5.67K	﹤0.01%	339

Other funds holding OXY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Private Ocean's OXY Position: Q4 2018 in Review

Private Ocean sold out of Occidental Petroleum (OXY) in Q4 2018, closing a stake of 81 shares — an estimated $7K sold.

Private Ocean first reported a position in OXY in Q1 2018 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 1,112 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

Private Ocean reported no remaining Occidental Petroleum position as of Q4 2018 after selling out during the quarter.
Private Ocean sold 81 Occidental Petroleum shares in Q4 2018, an estimated $7K.
Private Ocean first reported a position in Occidental Petroleum in Q1 2018 and held it in 3 quarters.
Private Ocean's Occidental Petroleum position peaked at $7K in Q3 2018.
1,112 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on Private Ocean's 13F filing for Q4 2018, filed 31 Jan 2019.