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WealthTrust-Arizona’s Occidental Petroleum OXY Stock Holding History

WealthTrust-Arizona’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 		$5K Sell
76
-35
-32% -$2.46K ﹤0.01% 482
2018
Q3 		$9K Buy
111
+29
+35% +$2.34K ﹤0.01% 424
2018
Q2 		$7K Sell
82
-15
-15% -$1.2K ﹤0.01% 464
2018
Q1 		$6K Sell
97
-11
-10% -$769 ﹤0.01% 473
2017
Q4 		$8K Sell
108
-798
-88% -$54.2K ﹤0.01% 441
2017
Q3 		$58K Buy
906
+6
+0.7% +$365 0.03% 147
2017
Q2 		$54K Buy
900
+6
+0.7% +$367 0.03% 147
2017
Q1 		$57K Buy
894
+4
+0.4% +$266 0.03% 140
2016
Q4 		$63K Buy
890
+5
+0.6% +$355 0.04% 132
2016
Q3 		$65K Buy
885
+4
+0.5% +$299 0.04% 120
2016
Q2 		$67K Buy
881
+5
+0.6% +$374 0.04% 121
2016
Q1 		$60K Sell
876
-1
-0.1% -$67 0.04% 130
2015
Q4 		$59K Hold
877
– – 0.04% 136
2015
Q3 		$58K Hold
877
– – 0.04% 135
2015
Q2 		$68K Hold
877
– – 0.04% 130
2015
Q1 		$64K Hold
877
– – 0.04% 139
2014
Q4 		$71K Sell
877
-158
-15% -$13.1K 0.06% 128
2014
Q3 		$95K Sell
1,035
-458
-31% -$43.9K 0.1% 105
2014
Q2 		$147K Sell
1,493
-118
-7% -$11.1K 0.16% 77
2014
Q1 		$147K Buy
1,611
+105
+7% +$9.38K 0.17% 67
2013
Q4 		$137K Buy
1,506
+2
+0.1% +$183 0.16% 68
2013
Q3 		$135K Buy
1,504
+9
+0.6% +$774 0.17% 67
2013
Q2 		$128K Buy
+1,495
New +$126K 0.17% 64

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

WealthTrust-Arizona's OXY Position: Q4 2018 in Review

WealthTrust-Arizona reduced its Occidental Petroleum (OXY) stake by 32% in Q4 2018, selling an estimated $2.46K and leaving 76 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

WealthTrust-Arizona first reported a position in OXY in Q2 2013 and has held it in 23 quarters since. The position peaked at $147K in Q2 2014. 1,112 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

  • WealthTrust-Arizona held 76 shares of Occidental Petroleum worth $5K as of Q4 2018.
  • WealthTrust-Arizona sold 35 Occidental Petroleum shares in Q4 2018, an estimated $2.46K.
  • Occidental Petroleum made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #482 holding.
  • WealthTrust-Arizona first reported a position in Occidental Petroleum in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's Occidental Petroleum position peaked at $147K in Q2 2014.
  • 1,112 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.