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Westbourne Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Westbourne 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
Q4 		– Sell
-1,678
Closed -$138K – 127
2018
Q3 		$138K Buy
+1,678
New +$136K 0.1% 116
2016
Q3 		– Sell
-2,586
Closed -$195K – 120
2016
Q2 		$195K Buy
+2,586
New +$193K 0.18% 105
2015
Q3 		– Sell
-2,891
Closed -$224K – 107
2015
Q2 		$224K Buy
+2,891
New +$226K 0.2% 99

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

Westbourne Investment Advisors's OXY Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Occidental Petroleum (OXY) in Q4 2018, closing a stake of 1,678 shares — an estimated $138K sold.

Westbourne Investment Advisors first reported a position in OXY in Q2 2015 and held it in 3 quarters. The position peaked at $224K in Q2 2015. 1,112 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Occidental Petroleum position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 1,678 Occidental Petroleum shares in Q4 2018, an estimated $138K.
  • Westbourne Investment Advisors first reported a position in Occidental Petroleum in Q2 2015 and held it in 3 quarters.
  • Westbourne Investment Advisors's Occidental Petroleum position peaked at $224K in Q2 2015.
  • 1,112 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.