Acorn Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Acorn Wealth Advisors’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 Q3	–	Sell	-130	Closed	-$11K	–	334
2018 Q2	$11K	Hold	130	–	–	0.01%	503
2018 Q1	$10K	Buy	130 +1	+0.8%	+$70	0.01%	505
2017 Q4	$10K	Buy	+129	New	+$8.76K	0.01%	488

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Acorn Wealth Advisors's OXY Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Occidental Petroleum (OXY) in Q3 2018, closing a stake of 130 shares — an estimated $11K sold.

Acorn Wealth Advisors first reported a position in OXY in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q2 2018. 1,150 funds tracked by Wall St. Rank hold OXY as of Q3 2018.

Acorn Wealth Advisors reported no remaining Occidental Petroleum position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 130 Occidental Petroleum shares in Q3 2018, an estimated $11K.
Acorn Wealth Advisors first reported a position in Occidental Petroleum in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Occidental Petroleum position peaked at $11K in Q2 2018.
1,150 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.