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Whitegate Investment Counselors’s Occidental Petroleum OXY Stock Holding History

Whitegate Investment Counselors’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
2020
Q1 		– Sell
-14,600
Closed -$602K – 196
2019
Q4 		$602K Sell
14,600
-700
-5% -$28K 0.11% 138
2019
Q3 		$680K Sell
15,300
-350
-2% -$16.5K 0.13% 124
2019
Q2 		$787K Sell
15,650
-315
-2% -$17.7K 0.16% 109
2019
Q1 		$1.06M Sell
15,965
-200
-1% -$13.2K 0.22% 96
2018
Q4 		$992K Sell
16,165
-250
-2% -$17.6K 0.23% 95
2018
Q3 		$1.35M Hold
16,415
– – 0.28% 89
2018
Q2 		$1.37M Sell
16,415
-141
-0.9% -$11.3K 0.28% 89
2018
Q1 		$1.07M Sell
16,556
-200
-1% -$14K 0.23% 98
2017
Q4 		$1.23M Hold
16,756
– – 0.26% 96
2017
Q3 		$1.08M Sell
16,756
-188
-1% -$11.4K 0.24% 97
2017
Q2 		$1.01M Sell
16,944
-200
-1% -$12.2K 0.23% 95
2017
Q1 		$1.09M Sell
17,144
-683
-4% -$45.4K 0.26% 91
2016
Q4 		$1.27M Sell
17,827
-250
-1% -$17.8K 0.34% 77
2016
Q3 		$1.32M Buy
18,077
+88
+0.5% +$6.59K 0.36% 78
2016
Q2 		$1.36M Buy
+17,989
New +$1.34M 0.38% 77
2014
Q1 		$1.24M Buy
+18,855
New +$1.68M 0.34% 79

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whitegate Investment Counselors's OXY Position: Q1 2020 in Review

Whitegate Investment Counselors sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 14,600 shares — an estimated $602K sold.

Whitegate Investment Counselors first reported a position in OXY in Q1 2014 and held it in 16 quarters. The position peaked at $1.37M in Q2 2018. 799 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • Whitegate Investment Counselors reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • Whitegate Investment Counselors sold 14,600 Occidental Petroleum shares in Q1 2020, an estimated $602K.
  • Whitegate Investment Counselors first reported a position in Occidental Petroleum in Q1 2014 and held it in 16 quarters.
  • Whitegate Investment Counselors's Occidental Petroleum position peaked at $1.37M in Q2 2018.
  • 799 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on Whitegate Investment Counselors's 13F filing for Q1 2020, filed 15 Apr 2020.