CT Financial Advisors’s Occidental Petroleum OXY Stock Holding History

CT Financial 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
2017 Q1	$69.9K	Hold	1,104	–	–	0.04%	242
2016 Q4	$78.6K	Hold	1,104	–	–	0.05%	223
2016 Q3	$80.5K	Hold	1,104	–	–	0.05%	217
2016 Q2	$83.4K	Hold	1,104	–	–	0.05%	217
2016 Q1	$75.5K	Sell	1,104 -2	-0.2%	-$134	0.04%	241
2015 Q4	$74.6K	Hold	1,106	–	–	0.04%	246
2015 Q3	$73K	Hold	1,106	–	–	0.05%	248
2015 Q2	$85.9K	Hold	1,106	–	–	0.05%	239
2015 Q1	$80.6K	Hold	1,106	–	–	0.04%	251
2014 Q4	$89K	Buy	+1,106	New	+$91.8K	0.07%	179
2014 Q1	$80.6K	Buy	+1,152	New	+$103K	0.04%	251

Other funds holding OXY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CT Financial Advisors's OXY Position: Q1 2017 in Review

CT Financial Advisors held its Occidental Petroleum (OXY) position steady in Q1 2017 at 1,104 shares worth $69.9K. The position accounts for 0.04% of the portfolio, ranked #242.

CT Financial Advisors first reported a position in OXY in Q1 2014 and has held it in 11 quarters since. The position peaked at $89K in Q4 2014. 1,031 funds tracked by Wall St. Rank hold OXY as of Q1 2017.

CT Financial Advisors held 1,104 shares of Occidental Petroleum worth $69.9K as of Q1 2017.
CT Financial Advisors left its Occidental Petroleum share count unchanged in Q1 2017.
Occidental Petroleum made up 0.04% of CT Financial Advisors's portfolio in Q1 2017, its #242 holding.
CT Financial Advisors first reported a position in Occidental Petroleum in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Occidental Petroleum position peaked at $89K in Q4 2014.
1,031 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.