WPW
OXY icon

Winthrop Partners - WNY’s Occidental Petroleum OXY Stock Holding History

Winthrop Partners - WNY’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
Q3 		$5.56K Buy
+125
New +$5.91K ﹤0.01% 268
2018
Q3 		– Sell
-75
Closed -$6.28K – 300
2018
Q2 		$6.28K Sell
75
-500
-87% -$39.9K 0.01% 275
2018
Q1 		$39.6K Buy
+575
New +$40.2K 0.03% 231

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Winthrop Partners - WNY's OXY Position: Q3 2019 in Review

Winthrop Partners - WNY opened a new position in Occidental Petroleum (OXY) in Q3 2019: 125 shares worth $5.56K. The stake represents ﹤0.01% of the portfolio and ranks #268 among its holdings. This is a return to the name: Winthrop Partners - WNY previously reported a position in OXY as recently as Q2 2018.

Winthrop Partners - WNY first reported a position in OXY in Q1 2018 and has held it in 3 quarters since. The position peaked at $39.6K in Q1 2018. 1,076 funds tracked by Wall St. Rank hold OXY as of Q3 2019.

  • Winthrop Partners - WNY held 125 shares of Occidental Petroleum worth $5.56K as of Q3 2019.
  • Occidental Petroleum was a new Winthrop Partners - WNY position in Q3 2019.
  • Occidental Petroleum made up ﹤0.01% of Winthrop Partners - WNY's portfolio in Q3 2019, its #268 holding.
  • Winthrop Partners - WNY first reported a position in Occidental Petroleum in Q1 2018 and has held it in 3 quarters since.
  • Winthrop Partners - WNY's Occidental Petroleum position peaked at $39.6K in Q1 2018.
  • 1,076 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.