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WBH Advisory’s Occidental Petroleum OXY Stock Holding History

WBH Advisory’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
-2,603
Closed -$213K – 236
2018
Q3 		$213K Sell
2,603
-477
-15% -$38.5K 0.05% 232
2018
Q2 		$257K Hold
3,080
– – 0.07% 204
2018
Q1 		$200K Sell
3,080
-602
-16% -$42.1K 0.05% 221
2017
Q4 		$271K Sell
3,682
-128
-3% -$8.69K 0.07% 195
2017
Q3 		$244K Sell
3,810
-248
-6% -$15.1K 0.07% 201
2017
Q2 		$242K Sell
4,058
-499
-11% -$30.5K 0.07% 204
2017
Q1 		$288K Sell
4,557
-224
-5% -$14.9K 0.09% 189
2016
Q4 		$340K Sell
4,781
-427
-8% -$30.3K 0.11% 169
2016
Q3 		$379K Buy
5,208
+12
+0.2% +$898 0.13% 153
2016
Q2 		$392K Sell
5,196
-600
-10% -$44.8K 0.15% 131
2016
Q1 		$396K Buy
5,796
+16
+0.3% +$1.07K 0.13% 131
2015
Q4 		$390 Sell
5,780
-936
-14% -$67.3K 0.14% 132
2015
Q3 		$443K Sell
6,716
-3,385
-34% -$236K 0.18% 121
2015
Q2 		$784K Buy
10,101
+175
+2% +$13.7K 0.31% 83
2015
Q1 		$723 Sell
9,926
-1,163
-10% -$89.9K 0.2% 88
2014
Q4 		$892K Sell
11,089
-934
-8% -$77.5K 0.34% 69
2014
Q3 		$1.11M Buy
12,023
+26
+0.2% +$2.49K 0.39% 57
2014
Q2 		$1.18M Buy
11,997
+783
+7% +$73.6K 0.45% 51
2014
Q1 		$1.02M Buy
11,214
+104
+0.9% +$9.29K 0.41% 64
2013
Q4 		$1.01M Sell
11,110
-157
-1% -$14.3K 0.41% 65
2013
Q3 		$1.01M Buy
11,267
+131
+1% +$11.3K 0.45% 58
2013
Q2 		$952K Buy
+11,136
New +$941K 0.44% 58

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

WBH Advisory's OXY Position: Q4 2018 in Review

WBH Advisory sold out of Occidental Petroleum (OXY) in Q4 2018, closing a stake of 2,603 shares — an estimated $213K sold.

WBH Advisory first reported a position in OXY in Q2 2013 and held it in 22 quarters. The position peaked at $1.18M in Q2 2014. 1,112 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

  • WBH Advisory reported no remaining Occidental Petroleum position as of Q4 2018 after selling out during the quarter.
  • WBH Advisory sold 2,603 Occidental Petroleum shares in Q4 2018, an estimated $213K.
  • WBH Advisory first reported a position in Occidental Petroleum in Q2 2013 and held it in 22 quarters.
  • WBH Advisory's Occidental Petroleum position peaked at $1.18M in Q2 2014.
  • 1,112 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on WBH Advisory's 13F filing for Q4 2018, filed 29 Jan 2019.