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Whitener Capital Management’s Occidental Petroleum OXY Stock Holding History

Whitener 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
Q4 		– Sell
-200
Closed -$8K – 334
2019
Q3 		$8K Hold
200
– – ﹤0.01% 371
2019
Q2 		$10K Hold
200
– – 0.01% 351
2019
Q1 		$13K Hold
200
– – 0.01% 313
2018
Q4 		$12K Hold
200
– – 0.01% 304
2018
Q3 		$16K Buy
+200
New +$16.2K 0.01% 294
2018
Q2 		– Sell
-200
Closed -$12K – 308
2018
Q1 		$12K Buy
+200
New +$14K 0.01% 317

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

Whitener Capital Management's OXY Position: Q4 2019 in Review

Whitener Capital Management sold out of Occidental Petroleum (OXY) in Q4 2019, closing a stake of 200 shares — an estimated $8K sold.

Whitener Capital Management first reported a position in OXY in Q1 2018 and held it in 6 quarters. The position peaked at $16K in Q3 2018. 1,048 funds tracked by Wall St. Rank hold OXY as of Q4 2019.

  • Whitener Capital Management reported no remaining Occidental Petroleum position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 200 Occidental Petroleum shares in Q4 2019, an estimated $8K.
  • Whitener Capital Management first reported a position in Occidental Petroleum in Q1 2018 and held it in 6 quarters.
  • Whitener Capital Management's Occidental Petroleum position peaked at $16K in Q3 2018.
  • 1,048 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.