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Welch & Forbes’s Occidental Petroleum OXY Stock Holding History

Welch & Forbes’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
2019
Q4 		– Sell
-9,473
Closed -$422K – 353
2019
Q3 		$422K Buy
+9,473
New +$448K 0.01% 274
2016
Q2 		– Sell
-3,070
Closed -$210K – 349
2016
Q1 		$210K Sell
3,070
-2,736
-47% -$183K 0.01% 324
2015
Q4 		$392K Buy
5,806
+455
+9% +$32.7K 0.01% 255
2015
Q3 		$354K Buy
5,351
+100
+2% +$6.98K 0.01% 272
2015
Q2 		$408K Buy
5,251
+120
+2% +$9.37K 0.01% 270
2015
Q1 		$374K Buy
+5,131
New +$397K 0.01% 269
2014
Q4 		– Sell
-2,552
Closed -$235K – 350
2014
Q3 		$235K Sell
2,552
-1,213
-32% -$116K 0.01% 323
2014
Q2 		$371K Buy
3,765
+1,361
+57% +$128K 0.01% 267
2014
Q1 		$220K Buy
2,404
+110
+5% +$9.83K 0.01% 312
2013
Q4 		$209K Sell
2,294
-996
-30% -$90.9K 0.01% 309
2013
Q3 		$295K Buy
+3,290
New +$283K 0.01% 294

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Welch & Forbes's OXY Position: Q4 2019 in Review

Welch & Forbes sold out of Occidental Petroleum (OXY) in Q4 2019, closing a stake of 9,473 shares — an estimated $422K sold.

Welch & Forbes first reported a position in OXY in Q3 2013 and held it in 11 quarters. The position peaked at $422K in Q3 2019. 1,048 funds tracked by Wall St. Rank hold OXY as of Q4 2019.

  • Welch & Forbes reported no remaining Occidental Petroleum position as of Q4 2019 after selling out during the quarter.
  • Welch & Forbes sold 9,473 Occidental Petroleum shares in Q4 2019, an estimated $422K.
  • Welch & Forbes first reported a position in Occidental Petroleum in Q3 2013 and held it in 11 quarters.
  • Welch & Forbes's Occidental Petroleum position peaked at $422K in Q3 2019.
  • 1,048 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2019.

Based on Welch & Forbes's 13F filing for Q4 2019, filed 17 Jan 2020.