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Aries Wealth Management’s Occidental Petroleum OXY Stock Holding History

Aries Wealth Management’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
-2,890
Closed -$237K – 125
2018
Q3 		$237K Hold
2,890
– – 0.21% 107
2018
Q2 		$243K Sell
2,890
-19
-0.7% -$1.52K 0.22% 103
2018
Q1 		$205K Hold
2,909
– – 0.2% 118
2017
Q4 		$220K Buy
+2,909
New +$197K 0.2% 112

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Aries Wealth Management's OXY Position: Q4 2018 in Review

Aries Wealth Management sold out of Occidental Petroleum (OXY) in Q4 2018, closing a stake of 2,890 shares — an estimated $237K sold.

Aries Wealth Management first reported a position in OXY in Q4 2017 and held it in 4 quarters. The position peaked at $243K in Q2 2018. 1,112 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

  • Aries Wealth Management reported no remaining Occidental Petroleum position as of Q4 2018 after selling out during the quarter.
  • Aries Wealth Management sold 2,890 Occidental Petroleum shares in Q4 2018, an estimated $237K.
  • Aries Wealth Management first reported a position in Occidental Petroleum in Q4 2017 and held it in 4 quarters.
  • Aries Wealth Management's Occidental Petroleum position peaked at $243K in Q2 2018.
  • 1,112 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on Aries Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.