Whitnell & Co’s Occidental Petroleum OXY Stock Holding History

Whitnell & Co’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	$87K	Buy	2,100 +1,300	+163%	+$52.1K	0.03%	183
2019 Q3	$36K	Hold	800	–	–	0.01%	214
2019 Q2	$40K	Hold	800	–	–	0.02%	191
2019 Q1	$53K	Hold	800	–	–	0.02%	182
2018 Q4	$49K	Hold	800	–	–	0.02%	182
2018 Q3	$66K	Hold	800	–	–	0.03%	172
2018 Q2	$67K	Hold	800	–	–	0.03%	169
2018 Q1	$52K	Hold	800	–	–	0.02%	180
2017 Q4	$59K	Hold	800	–	–	0.02%	170
2017 Q3	$51K	Hold	800	–	–	0.02%	178
2017 Q2	$48K	Hold	800	–	–	0.02%	177
2017 Q1	$51K	Hold	800	–	–	0.02%	179
2016 Q4	$57K	Hold	800	–	–	0.03%	174
2016 Q3	$58K	Hold	800	–	–	0.02%	174
2016 Q2	$60K	Hold	800	–	–	0.02%	184
2016 Q1	$55K	Sell	800 -1	-0.1%	-$67	0.02%	180
2015 Q4	$54K	Hold	801	–	–	0.02%	188
2015 Q3	$53K	Hold	801	–	–	0.02%	182
2015 Q2	$62K	Sell	801 -28	-3%	-$2.19K	0.02%	178
2015 Q1	$60K	Hold	829	–	–	0.02%	174
2014 Q4	$67K	Sell	829 -35	-4%	-$2.9K	0.03%	180
2014 Q3	$80K	Hold	864	–	–	0.03%	172
2014 Q2	$85K	Buy	864 +29	+3%	+$2.73K	0.04%	168
2014 Q1	$76K	Hold	835	–	–	0.04%	171
2013 Q4	$76K	Hold	835	–	–	0.03%	171
2013 Q3	$75K	Hold	835	–	–	0.04%	169
2013 Q2	$71K	Buy	+835	New	+$70.5K	0.04%	173

Other funds holding OXY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Whitnell & Co's OXY Position: Q4 2019 in Review

Whitnell & Co increased its Occidental Petroleum (OXY) stake by 163% in Q4 2019, buying an estimated $52.1K and bringing the position to 2,100 shares worth $87K. The position accounts for 0.03% of the portfolio, ranked #183.

Whitnell & Co first reported a position in OXY in Q2 2013 and has held it in 27 quarters since. 1,048 funds tracked by Wall St. Rank hold OXY as of Q4 2019.

Whitnell & Co held 2,100 shares of Occidental Petroleum worth $87K as of Q4 2019.
Whitnell & Co bought 1,300 Occidental Petroleum shares in Q4 2019, an estimated $52.1K.
Occidental Petroleum made up 0.03% of Whitnell & Co's portfolio in Q4 2019, its #183 holding.
Whitnell & Co first reported a position in Occidental Petroleum in Q2 2013 and has held it in 27 quarters since.
1,048 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.