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Sound View Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Sound View 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
Q1 		$376K Sell
5,684
-626
-10% -$41.2K 0.12% 159
2018
Q4 		$387K Buy
+6,310
New +$443K 0.14% 145

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sound View Wealth Advisors's OXY Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Occidental Petroleum (OXY) stake by 9.9% in Q1 2019, selling an estimated $41.2K and leaving 5,684 shares worth $376K. The position accounts for 0.12% of the portfolio, ranked #159.

Sound View Wealth Advisors first reported a position in OXY in Q4 2018 and has held it in 2 quarters since. The position peaked at $387K in Q4 2018. 1,131 funds tracked by Wall St. Rank hold OXY as of Q1 2019.

  • Sound View Wealth Advisors held 5,684 shares of Occidental Petroleum worth $376K as of Q1 2019.
  • Sound View Wealth Advisors sold 626 Occidental Petroleum shares in Q1 2019, an estimated $41.2K.
  • Occidental Petroleum made up 0.12% of Sound View Wealth Advisors's portfolio in Q1 2019, its #159 holding.
  • Sound View Wealth Advisors first reported a position in Occidental Petroleum in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's Occidental Petroleum position peaked at $387K in Q4 2018.
  • 1,131 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.