Destination Wealth Management’s Occidental Petroleum OXY Stock Holding History

Destination 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
2019 Q4	–	Sell	-4,614	Closed	-$205K	–	162
2019 Q3	$205K	Sell	4,614 -358	-7%	-$16.9K	0.01%	138
2019 Q2	$250K	Sell	4,972 -311	-6%	-$17.5K	0.01%	132
2019 Q1	$350K	Buy	5,283 +311	+6%	+$20.5K	0.02%	123
2018 Q4	$305K	Hold	4,972	–	–	0.02%	121
2018 Q3	$409K	Sell	4,972 -73	-1%	-$5.9K	0.02%	120
2018 Q2	$422K	Buy	5,045 +4,173	+479%	+$333K	0.03%	116
2018 Q1	$57K	Buy	+872	New	+$61K	﹤0.01%	236
2015 Q3	–	Sell	-5,746	Closed	-$446K	–	198
2015 Q2	$446K	Buy	+5,746	New	+$449K	0.03%	176

Other funds holding OXY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Destination Wealth Management's OXY Position: Q4 2019 in Review

Destination Wealth Management sold out of Occidental Petroleum (OXY) in Q4 2019, closing a stake of 4,614 shares — an estimated $205K sold.

Destination Wealth Management first reported a position in OXY in Q2 2015 and held it in 8 quarters. The position peaked at $446K in Q2 2015. 1,048 funds tracked by Wall St. Rank hold OXY as of Q4 2019.

Destination Wealth Management reported no remaining Occidental Petroleum position as of Q4 2019 after selling out during the quarter.
Destination Wealth Management sold 4,614 Occidental Petroleum shares in Q4 2019, an estimated $205K.
Destination Wealth Management first reported a position in Occidental Petroleum in Q2 2015 and held it in 8 quarters.
Destination Wealth Management's Occidental Petroleum position peaked at $446K in Q2 2015.
1,048 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2019.

Based on Destination Wealth Management's 13F filing for Q4 2019, filed 12 Feb 2020.