Whitney & Co’s Occidental Petroleum OXY Stock Holding History

Whitney & 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
2018 Q4	–	Sell	-207	Closed	-$15K	–	339
2018 Q3	$15K	Buy	+207	New	+$16.7K	﹤0.01%	282

Other funds holding OXY

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Whitney & Co's OXY Position: Q4 2018 in Review

Whitney & Co sold out of Occidental Petroleum (OXY) in Q4 2018, closing a stake of 207 shares — an estimated $15K sold.

Whitney & Co first reported a position in OXY in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 1,113 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

Whitney & Co reported no remaining Occidental Petroleum position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 207 Occidental Petroleum shares in Q4 2018, an estimated $15K.
Whitney & Co first reported a position in Occidental Petroleum in Q3 2018 and held it in 1 quarter.
Whitney & Co's Occidental Petroleum position peaked at $15K in Q3 2018.
1,113 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.