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Virtus Investment Advisers’s Occidental Petroleum OXY Stock Holding History

Virtus Investment Advisers’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
Q1 		– Sell
-7,559
Closed -$557K – 323
2017
Q4 		$557K Buy
+7,559
New +$513K 0.06% 281
2017
Q1 		– Sell
-31,248
Closed -$2.23M – 496
2016
Q4 		$2.23M Buy
31,248
+21,449
+219% +$1.52M 0.17% 171
2016
Q3 		$715K Buy
+9,799
New +$734K 0.05% 319

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Virtus Investment Advisers's OXY Position: Q1 2018 in Review

Virtus Investment Advisers sold out of Occidental Petroleum (OXY) in Q1 2018, closing a stake of 7,559 shares — an estimated $557K sold.

Virtus Investment Advisers first reported a position in OXY in Q3 2016 and held it in 3 quarters. The position peaked at $2.23M in Q4 2016. 1,097 funds tracked by Wall St. Rank hold OXY as of Q1 2018.

  • Virtus Investment Advisers reported no remaining Occidental Petroleum position as of Q1 2018 after selling out during the quarter.
  • Virtus Investment Advisers sold 7,559 Occidental Petroleum shares in Q1 2018, an estimated $557K.
  • Virtus Investment Advisers first reported a position in Occidental Petroleum in Q3 2016 and held it in 3 quarters.
  • Virtus Investment Advisers's Occidental Petroleum position peaked at $2.23M in Q4 2016.
  • 1,097 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.