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Dougherty Wealth Advisers’s Occidental Petroleum OXY Stock Holding History

Dougherty Wealth Advisers’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
Q3 		– Sell
-48
Closed -$2K – 207
2019
Q2 		$2K Hold
48
– – 0.01% 237
2019
Q1 		$3K Hold
48
– – 0.01% 198
2018
Q4 		$3K Buy
+48
New +$3.37K 0.01% 210

Other funds holding OXY

Dodge & Cox
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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dougherty Wealth Advisers's OXY Position: Q3 2019 in Review

Dougherty Wealth Advisers sold out of Occidental Petroleum (OXY) in Q3 2019, closing a stake of 48 shares — an estimated $2K sold.

Dougherty Wealth Advisers first reported a position in OXY in Q4 2018 and held it in 3 quarters. The position peaked at $3K in Q1 2019. 1,076 funds tracked by Wall St. Rank hold OXY as of Q3 2019.

  • Dougherty Wealth Advisers reported no remaining Occidental Petroleum position as of Q3 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 48 Occidental Petroleum shares in Q3 2019, an estimated $2K.
  • Dougherty Wealth Advisers first reported a position in Occidental Petroleum in Q4 2018 and held it in 3 quarters.
  • Dougherty Wealth Advisers's Occidental Petroleum position peaked at $3K in Q1 2019.
  • 1,076 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.