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Winfield Associates’s Occidental Petroleum OXY Stock Holding History

Winfield Associates’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
Q1 		– Sell
-190
Closed -$14K – 486
2017
Q4 		$14K Hold
190
– – 0.01% 377
2017
Q3 		$12K Buy
+190
New +$11.6K 0.01% 391
2016
Q4 		– Sell
-160
Closed -$12K – 764
2016
Q3 		$12K Sell
160
-310
-66% -$23.2K 0.01% 321
2016
Q2 		$36K Sell
470
-260
-36% -$19.4K 0.02% 198
2016
Q1 		$50K Buy
+730
New +$48.9K 0.03% 169

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Winfield Associates's OXY Position: Q1 2018 in Review

Winfield Associates sold out of Occidental Petroleum (OXY) in Q1 2018, closing a stake of 190 shares — an estimated $14K sold.

Winfield Associates first reported a position in OXY in Q1 2016 and held it in 5 quarters. The position peaked at $50K in Q1 2016. 1,097 funds tracked by Wall St. Rank hold OXY as of Q1 2018.

  • Winfield Associates reported no remaining Occidental Petroleum position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 190 Occidental Petroleum shares in Q1 2018, an estimated $14K.
  • Winfield Associates first reported a position in Occidental Petroleum in Q1 2016 and held it in 5 quarters.
  • Winfield Associates's Occidental Petroleum position peaked at $50K in Q1 2016.
  • 1,097 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.