Westfield Capital Management
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Westfield Capital Management’s Occidental Petroleum OXY Stock Holding History

Westfield Capital Management’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
Q1 		– Sell
-105,275
Closed -$6.46M – 272
2018
Q4 		$6.46M Buy
105,275
+8,650
+9% +$608K 0.06% 203
2018
Q3 		$7.94M Sell
96,625
-1,570
-2% -$127K 0.06% 208
2018
Q2 		$8.22M Buy
98,195
+980
+1% +$78.3K 0.06% 210
2018
Q1 		$6.32M Sell
97,215
-30
-0% -$2.1K 0.05% 212
2017
Q4 		$7.16M Sell
97,245
-345
-0.4% -$23.4K 0.05% 205
2017
Q3 		$6.27M Sell
97,590
-120
-0.1% -$7.31K 0.05% 210
2017
Q2 		$5.85M Buy
+97,710
New +$5.98M 0.05% 211
2014
Q4 		– Sell
-41,782
Closed -$3.85M – 331
2014
Q3 		$3.85M Sell
41,782
-15,307
-27% -$1.47M 0.02% 239
2014
Q2 		$5.61M Sell
57,089
-20,568
-26% -$1.93M 0.03% 237
2014
Q1 		$7.09M Buy
77,657
+17,410
+29% +$1.56M 0.04% 241
2013
Q4 		$5.49M Sell
60,247
-11,105
-16% -$1.01M 0.03% 238
2013
Q3 		$6.39M Sell
71,352
-864,558
-92% -$74.3M 0.04% 246
2013
Q2 		$80M Buy
+935,910
New +$79.1M 0.55% 56

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Westfield Capital Management's OXY Position: Q1 2019 in Review

Westfield Capital Management sold out of Occidental Petroleum (OXY) in Q1 2019, closing a stake of 105,275 shares — an estimated $6.46M sold.

Westfield Capital Management first reported a position in OXY in Q2 2013 and held it in 13 quarters. The position peaked at $80M in Q2 2013. 1,131 funds tracked by Wall St. Rank hold OXY as of Q1 2019.

  • Westfield Capital Management reported no remaining Occidental Petroleum position as of Q1 2019 after selling out during the quarter.
  • Westfield Capital Management sold 105,275 Occidental Petroleum shares in Q1 2019, an estimated $6.46M.
  • Westfield Capital Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 13 quarters.
  • Westfield Capital Management's Occidental Petroleum position peaked at $80M in Q2 2013.
  • 1,131 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2019.

Based on Westfield Capital Management's 13F filing for Q1 2019, filed 14 May 2019.