Fortis Advisors’s Occidental Petroleum OXY Stock Holding History

Fortis 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
2019 Q1	–	Sell	-2,000	Closed	-$123K	–	333
2018 Q4	$123K	Hold	2,000	–	–	0.07%	151
2018 Q3	$164K	Hold	2,000	–	–	0.09%	92
2018 Q2	$167K	Hold	2,000	–	–	0.1%	89
2018 Q1	$130K	Hold	2,000	–	–	0.07%	105
2017 Q4	$147K	Hold	2,000	–	–	0.09%	88
2017 Q3	$128K	Buy	+2,000	New	+$122K	0.09%	91

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Fortis Advisors's OXY Position: Q1 2019 in Review

Fortis Advisors sold out of Occidental Petroleum (OXY) in Q1 2019, closing a stake of 2,000 shares — an estimated $123K sold.

Fortis Advisors first reported a position in OXY in Q3 2017 and held it in 6 quarters. The position peaked at $167K in Q2 2018. 1,131 funds tracked by Wall St. Rank hold OXY as of Q1 2019.

Fortis Advisors reported no remaining Occidental Petroleum position as of Q1 2019 after selling out during the quarter.
Fortis Advisors sold 2,000 Occidental Petroleum shares in Q1 2019, an estimated $123K.
Fortis Advisors first reported a position in Occidental Petroleum in Q3 2017 and held it in 6 quarters.
Fortis Advisors's Occidental Petroleum position peaked at $167K in Q2 2018.
1,131 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2019.

Based on Fortis Advisors's 13F filing for Q1 2019, filed 15 May 2019.