Forvis Mazars Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Forvis Mazars Wealth 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 Q2	–	Sell	-4,047	Closed	-$268K	–	263
2019 Q1	$268K	Buy	4,047 +131	+3%	+$8.63K	0.02%	219
2018 Q4	$240K	Buy	3,916 +1,107	+39%	+$77.8K	0.02%	201
2018 Q3	$231K	Buy	2,809 +59	+2%	+$4.77K	0.02%	210
2018 Q2	$230K	Buy	+2,750	New	+$220K	0.02%	213
2018 Q1	–	Sell	-3,261	Closed	-$240K	–	252
2017 Q4	$240K	Sell	3,261 -148	-4%	-$10K	0.02%	222
2017 Q3	$219K	Buy	+3,409	New	+$208K	0.02%	212
2016 Q3	–	Sell	-2,884	Closed	-$218K	–	198
2016 Q2	$218K	Buy	+2,884	New	+$216K	0.03%	178
2015 Q3	–	Sell	-2,982	Closed	-$232K	–	196
2015 Q2	$232K	Sell	2,982 -121	-4%	-$9.45K	0.03%	166
2015 Q1	$226K	Buy	+3,103	New	+$240K	0.03%	168
2014 Q4	–	Sell	-2,543	Closed	-$234K	–	153
2014 Q3	$234K	Buy	2,543 +6	+0.2%	+$576	0.04%	126
2014 Q2	$249K	Sell	2,537 -34	-1%	-$3.19K	0.04%	124
2014 Q1	$236K	Buy	2,571 +367	+17%	+$32.8K	0.04%	146
2013 Q4	$201K	Buy	+2,204	New	+$201K	0.04%	150

Other funds holding OXY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Forvis Mazars Wealth Advisors's OXY Position: Q2 2019 in Review

Forvis Mazars Wealth Advisors sold out of Occidental Petroleum (OXY) in Q2 2019, closing a stake of 4,047 shares — an estimated $268K sold.

Forvis Mazars Wealth Advisors first reported a position in OXY in Q4 2013 and held it in 13 quarters. The position peaked at $268K in Q1 2019. 1,054 funds tracked by Wall St. Rank hold OXY as of Q2 2019.

Forvis Mazars Wealth Advisors reported no remaining Occidental Petroleum position as of Q2 2019 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 4,047 Occidental Petroleum shares in Q2 2019, an estimated $268K.
Forvis Mazars Wealth Advisors first reported a position in Occidental Petroleum in Q4 2013 and held it in 13 quarters.
Forvis Mazars Wealth Advisors's Occidental Petroleum position peaked at $268K in Q1 2019.
1,054 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2019.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.