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Doyle Wealth Management’s Occidental Petroleum OXY Stock Holding History

Doyle 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
Q3 		– Sell
-3,077
Closed -$155K – 582
2019
Q2 		$155K Buy
+3,077
New +$173K 0.02% 219
2019
Q1 		– Sell
-3,313
Closed -$203K – 566
2018
Q4 		$203K Buy
+3,313
New +$233K 0.03% 178
2018
Q1 		– Sell
-3,502
Closed -$258K – 179
2017
Q4 		$258K Buy
+3,502
New +$238K 0.04% 143

Other funds holding OXY

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

Doyle Wealth Management's OXY Position: Q3 2019 in Review

Doyle Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2019, closing a stake of 3,077 shares — an estimated $155K sold.

Doyle Wealth Management first reported a position in OXY in Q4 2017 and held it in 3 quarters. The position peaked at $258K in Q4 2017. 1,076 funds tracked by Wall St. Rank hold OXY as of Q3 2019.

  • Doyle Wealth Management reported no remaining Occidental Petroleum position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 3,077 Occidental Petroleum shares in Q3 2019, an estimated $155K.
  • Doyle Wealth Management first reported a position in Occidental Petroleum in Q4 2017 and held it in 3 quarters.
  • Doyle Wealth Management's Occidental Petroleum position peaked at $258K in Q4 2017.
  • 1,076 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.