Aris Wealth Services’s Occidental Petroleum OXY Stock Holding History

Aris Wealth Services’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
2015 Q3	$9K	Sell	140 -8,206	-98%	-$573K	0.02%	227
2015 Q2	$648K	Buy	8,346 +1,395	+20%	+$109K	0.59%	68
2015 Q1	$507K	Buy	6,951 +2,573	+59%	+$199K	0.47%	72
2014 Q4	$352K	Sell	4,378 -1,592	-27%	-$132K	0.39%	86
2014 Q3	$550K	Buy	5,970 +312	+6%	+$29.9K	0.68%	58
2014 Q2	$556K	Buy	5,658 +324	+6%	+$30.4K	0.73%	46
2014 Q1	$487K	Buy	5,334 +611	+13%	+$54.6K	0.71%	52
2013 Q4	$430K	Buy	+4,723	New	+$431K	0.72%	51

Other funds holding OXY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Aris Wealth Services's OXY Position: Q3 2015 in Review

Aris Wealth Services reduced its Occidental Petroleum (OXY) stake by 98% in Q3 2015, selling an estimated $573K and leaving 140 shares worth $9K. The position accounts for 0.02% of the portfolio, ranked #227.

Aris Wealth Services first reported a position in OXY in Q4 2013 and has held it in 8 quarters since. The position peaked at $648K in Q2 2015. 1,004 funds tracked by Wall St. Rank hold OXY as of Q3 2015.

Aris Wealth Services held 140 shares of Occidental Petroleum worth $9K as of Q3 2015.
Aris Wealth Services sold 8,206 Occidental Petroleum shares in Q3 2015, an estimated $573K.
Occidental Petroleum made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #227 holding.
Aris Wealth Services first reported a position in Occidental Petroleum in Q4 2013 and has held it in 8 quarters since.
Aris Wealth Services's Occidental Petroleum position peaked at $648K in Q2 2015.
1,004 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.