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Strategic Advisors’s Occidental Petroleum OXY Stock Holding History

Strategic 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
2018
Q4 		– Sell
-4,228
Closed -$347K – 151
2018
Q3 		$347K Buy
4,228
+474
+13% +$38.3K 0.13% 119
2018
Q2 		$314K Buy
+3,754
New +$300K 0.13% 118
2015
Q3 		– Sell
-3,199
Closed -$248K – 127
2015
Q2 		$248K Sell
3,199
-21,859
-87% -$1.71M 0.16% 108
2015
Q1 		$2.57M Buy
25,058
+8,457
+51% +$654K 1.65% 12
2014
Q4 		$1.34M Sell
16,601
-8,188
-33% -$679K 0.87% 33
2014
Q3 		$2.28M Sell
24,789
-1,321
-5% -$127K 1.5% 19
2014
Q2 		$2.57M Sell
26,110
-157
-0.6% -$14.8K 1.64% 12
2014
Q1 		$2.4M Buy
26,267
+492
+2% +$44K 1.61% 13
2013
Q4 		$2.35M Buy
25,775
+588
+2% +$53.7K 1.6% 15
2013
Q3 		$2.26M Buy
25,187
+15,322
+155% +$1.32M 1.85% 11
2013
Q2 		$851K Buy
+9,865
New +$834K 0.76% 41

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Strategic Advisors's OXY Position: Q4 2018 in Review

Strategic Advisors sold out of Occidental Petroleum (OXY) in Q4 2018, closing a stake of 4,228 shares — an estimated $347K sold.

Strategic Advisors first reported a position in OXY in Q2 2013 and held it in 11 quarters. The position peaked at $2.57M in Q1 2015. 1,112 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

  • Strategic Advisors reported no remaining Occidental Petroleum position as of Q4 2018 after selling out during the quarter.
  • Strategic Advisors sold 4,228 Occidental Petroleum shares in Q4 2018, an estimated $347K.
  • Strategic Advisors first reported a position in Occidental Petroleum in Q2 2013 and held it in 11 quarters.
  • Strategic Advisors's Occidental Petroleum position peaked at $2.57M in Q1 2015.
  • 1,112 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on Strategic Advisors's 13F filing for Q4 2018, filed 24 Jan 2019.