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Archford Capital Strategies’s Occidental Petroleum OXY Stock Holding History

Archford Capital Strategies’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 		– Sell
-862
Closed -$43K – 428
2019
Q2 		$43K Hold
862
– – 0.02% 290
2019
Q1 		$57K Hold
862
– – 0.02% 271
2018
Q4 		$53K Sell
862
-206
-19% -$14.5K 0.02% 261
2018
Q3 		$88K Sell
1,068
-245
-19% -$19.8K 0.03% 257
2018
Q2 		$110K Sell
1,313
-8,831
-87% -$705K 0.04% 241
2018
Q1 		$754K Buy
10,144
+54
+0.5% +$3.78K 0.31% 100
2017
Q4 		$743K Buy
10,090
+716
+8% +$48.6K 0.28% 120
2017
Q3 		$602K Buy
9,374
+8
+0.1% +$487 0.23% 132
2017
Q2 		$561K Buy
9,366
+491
+6% +$30.1K 0.22% 136
2017
Q1 		$562K Buy
8,875
+911
+11% +$60.6K 0.21% 143
2016
Q4 		$566K Buy
7,964
+753
+10% +$53.5K 0.24% 127
2016
Q3 		$525K Buy
7,211
+907
+14% +$67.9K 0.22% 141
2016
Q2 		$476K Buy
6,304
+1,374
+28% +$103K 0.25% 115
2016
Q1 		$337K Buy
4,930
+3,488
+242% +$234K 0.16% 146
2015
Q4 		$98K Sell
1,442
-3,061
-68% -$220K 0.04% 204
2015
Q3 		$297K Buy
4,503
+20
+0.4% +$1.4K 0.22% 96
2015
Q2 		$348K Sell
4,483
-1,093
-20% -$85.4K 0.25% 94
2015
Q1 		$406K Buy
5,576
+1,897
+52% +$147K 0.28% 91
2014
Q4 		$296K Sell
3,679
-417
-10% -$34.6K 0.22% 106
2014
Q3 		$377K Sell
4,096
-240
-6% -$23K 0.3% 96
2014
Q2 		$426K Sell
4,336
-462
-10% -$43.4K 0.33% 89
2014
Q1 		$438K Buy
+4,798
New +$429K 0.37% 85

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

Archford Capital Strategies's OXY Position: Q3 2019 in Review

Archford Capital Strategies sold out of Occidental Petroleum (OXY) in Q3 2019, closing a stake of 862 shares — an estimated $43K sold.

Archford Capital Strategies first reported a position in OXY in Q1 2014 and held it in 22 quarters. The position peaked at $754K in Q1 2018. 1,077 funds tracked by Wall St. Rank hold OXY as of Q3 2019.

  • Archford Capital Strategies reported no remaining Occidental Petroleum position as of Q3 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 862 Occidental Petroleum shares in Q3 2019, an estimated $43K.
  • Archford Capital Strategies first reported a position in Occidental Petroleum in Q1 2014 and held it in 22 quarters.
  • Archford Capital Strategies's Occidental Petroleum position peaked at $754K in Q1 2018.
  • 1,077 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.