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Vantage Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Vantage Investment 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
Q3 		$8K Buy
326
+226
+226% +$18.3K ﹤0.01% 575
2018
Q2 		$8K Sell
100
-732
-88% -$58.5K ﹤0.01% 579
2018
Q1 		$54K Buy
832
+1
+0.1% +$70 0.01% 267
2017
Q4 		$61K Buy
831
+2
+0.2% +$136 0.01% 260
2017
Q3 		$53K Buy
829
+3
+0.4% +$183 0.01% 261
2017
Q2 		$49K Buy
826
+1
+0.1% +$61 0.01% 261
2017
Q1 		$52K Buy
825
+2
+0.2% +$133 0.02% 240
2016
Q4 		$59K Buy
823
+2
+0.2% +$142 0.02% 226
2016
Q3 		$60K Sell
821
-41
-5% -$3.07K 0.03% 224
2016
Q2 		$65K Sell
862
-110
-11% -$8.22K 0.03% 229
2016
Q1 		$58K Buy
972
+155
+19% +$10.4K 0.03% 229
2015
Q4 		$55K Buy
817
+1
+0.1% +$72 0.03% 225
2015
Q3 		$54K Buy
816
+2
+0.2% +$140 0.03% 217
2015
Q2 		$63K Sell
814
-813
-50% -$63.5K 0.03% 218
2015
Q1 		$119K Sell
1,627
-2
-0.1% -$155 0.03% 214
2014
Q4 		$131K Sell
1,629
-198
-11% -$16.4K 0.07% 140
2014
Q3 		$168K Buy
1,827
+1
+0.1% +$96 0.1% 115
2014
Q2 		$180K Buy
1,826
+485
+36% +$45.6K 0.11% 114
2014
Q1 		$122K Sell
1,341
-208
-13% -$18.6K 0.08% 139
2013
Q4 		$141K Buy
+1,549
New +$141K 0.1% 119

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vantage Investment Advisors's OXY Position: Q3 2018 in Review

Vantage Investment Advisors increased its Occidental Petroleum (OXY) stake by 226% in Q3 2018, buying an estimated $18.3K and bringing the position to 326 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Vantage Investment Advisors first reported a position in OXY in Q4 2013 and has held it in 20 quarters since. The position peaked at $180K in Q2 2014. 1,150 funds tracked by Wall St. Rank hold OXY as of Q3 2018.

  • Vantage Investment Advisors held 326 shares of Occidental Petroleum worth $8K as of Q3 2018.
  • Vantage Investment Advisors bought 226 Occidental Petroleum shares in Q3 2018, an estimated $18.3K.
  • Occidental Petroleum made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #575 holding.
  • Vantage Investment Advisors first reported a position in Occidental Petroleum in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's Occidental Petroleum position peaked at $180K in Q2 2014.
  • 1,150 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.