Genovese Burford & Brothers Wealth & Retirement Plan Management’s Occidental Petroleum OXY Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017 Q4	–	Sell	-866	Closed	-$55K	–	390
2017 Q3	$55K	Hold	866	–	–	0.02%	141
2017 Q2	$51K	Hold	866	–	–	0.02%	144
2017 Q1	$55K	Hold	866	–	–	0.02%	141
2016 Q4	$62K	Hold	866	–	–	0.02%	150
2016 Q3	$63K	Hold	866	–	–	0.02%	140
2016 Q2	$65K	Hold	866	–	–	0.03%	129
2016 Q1	$59K	Sell	866 -1	-0.1%	-$67	0.03%	114
2015 Q4	$59K	Buy	+867	New	+$62.4K	0.03%	117

Other funds holding OXY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

Genovese Burford & Brothers Wealth & Retirement Plan Management's OXY Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Occidental Petroleum (OXY) in Q4 2017, closing a stake of 866 shares — an estimated $55K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in OXY in Q4 2015 and held it in 8 quarters. The position peaked at $65K in Q2 2016. 1,079 funds tracked by Wall St. Rank hold OXY as of Q4 2017.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Occidental Petroleum position as of Q4 2017 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 866 Occidental Petroleum shares in Q4 2017, an estimated $55K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Occidental Petroleum in Q4 2015 and held it in 8 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Occidental Petroleum position peaked at $65K in Q2 2016.
1,079 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.