PWA
OXY icon

Providence Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Providence Wealth Advisors’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
2019
Q4 		– Sell
-10,717
Closed -$477K – 90
2019
Q3 		$477K Sell
10,717
-298
-3% -$14.1K 0.43% 65
2019
Q2 		$547K Sell
11,015
-569
-5% -$32K 0.51% 63
2019
Q1 		$774K Buy
11,584
+1,791
+18% +$118K 0.73% 48
2018
Q4 		$592K Sell
9,793
-1,266
-11% -$89K 0.66% 54
2018
Q3 		$909K Sell
11,059
-232
-2% -$18.8K 0.83% 41
2018
Q2 		$945K Buy
11,291
+156
+1% +$12.5K 0.92% 38
2018
Q1 		$720K Buy
+11,135
New +$779K 1.07% 37

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Providence Wealth Advisors's OXY Position: Q4 2019 in Review

Providence Wealth Advisors sold out of Occidental Petroleum (OXY) in Q4 2019, closing a stake of 10,717 shares — an estimated $477K sold.

Providence Wealth Advisors first reported a position in OXY in Q1 2018 and held it in 7 quarters. The position peaked at $945K in Q2 2018. 1,048 funds tracked by Wall St. Rank hold OXY as of Q4 2019.

  • Providence Wealth Advisors reported no remaining Occidental Petroleum position as of Q4 2019 after selling out during the quarter.
  • Providence Wealth Advisors sold 10,717 Occidental Petroleum shares in Q4 2019, an estimated $477K.
  • Providence Wealth Advisors first reported a position in Occidental Petroleum in Q1 2018 and held it in 7 quarters.
  • Providence Wealth Advisors's Occidental Petroleum position peaked at $945K in Q2 2018.
  • 1,048 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2019.

Based on Providence Wealth Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.