Bridgeworth’s Occidental Petroleum OXY Stock Holding History

Bridgeworth’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	-299	Closed	-$25K	–	415
2018 Q2	$25K	Buy	+299	New	+$23.9K	0.01%	358

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

Bridgeworth's OXY Position: Q3 2018 in Review

Bridgeworth sold out of Occidental Petroleum (OXY) in Q3 2018, closing a stake of 299 shares — an estimated $25K sold.

Bridgeworth first reported a position in OXY in Q2 2018 and held it in 1 quarter. The position peaked at $25K in Q2 2018. 1,150 funds tracked by Wall St. Rank hold OXY as of Q3 2018.

Bridgeworth reported no remaining Occidental Petroleum position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 299 Occidental Petroleum shares in Q3 2018, an estimated $25K.
Bridgeworth first reported a position in Occidental Petroleum in Q2 2018 and held it in 1 quarter.
Bridgeworth's Occidental Petroleum position peaked at $25K in Q2 2018.
1,150 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.