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Sterling Investment Advisors (Pennsylvania)’s Occidental Petroleum OXY Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-600
Closed -$30K – 437
2019
Q2 		$30K Hold
600
– – 0.02% 262
2019
Q1 		$40K Hold
600
– – 0.02% 231
2018
Q4 		$36K Hold
600
– – 0.02% 230
2018
Q3 		$49K Hold
600
– – 0.03% 227
2018
Q2 		$50K Buy
+600
New +$47.9K 0.03% 209
2017
Q3 		– Sell
-79
Closed -$5K – 362
2017
Q2 		$5K Buy
+79
New +$4.84K ﹤0.01% 325

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s OXY Position: Q3 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Occidental Petroleum (OXY) in Q3 2019, closing a stake of 600 shares — an estimated $30K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in OXY in Q2 2017 and held it in 6 quarters. The position peaked at $50K in Q2 2018. 1,077 funds tracked by Wall St. Rank hold OXY as of Q3 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Occidental Petroleum position as of Q3 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 600 Occidental Petroleum shares in Q3 2019, an estimated $30K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Occidental Petroleum in Q2 2017 and held it in 6 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Occidental Petroleum position peaked at $50K in Q2 2018.
  • 1,077 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2019, filed 15 Oct 2019.