Guidant Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Guidant 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 Q3	$48K	Hold	1,077	–	–	0.02%	174
2019 Q2	$54K	Hold	1,077	–	–	0.02%	172
2019 Q1	$71K	Buy	1,077 +1	+0.1%	+$66	0.03%	161
2018 Q4	$66K	Hold	1,076	–	–	0.03%	114
2018 Q3	$89K	Hold	1,076	–	–	0.04%	64
2018 Q2	$88K	Hold	1,076	–	–	0.04%	64
2018 Q1	$69K	Hold	1,076	–	–	0.03%	66
2017 Q4	$80K	Hold	1,076	–	–	0.04%	63
2017 Q3	$68K	Sell	1,076 -289	-21%	-$17.6K	0.05%	63
2017 Q2	$80K	Buy	1,365 +289	+27%	+$17.7K	0.04%	93
2017 Q1	$68K	Buy	1,076 +2	+0.2%	+$133	0.04%	99
2016 Q4	$75K	Sell	1,074 -2	-0.2%	-$142	0.04%	89
2016 Q3	$78K	Buy	+1,076	New	+$80.6K	0.05%	84

Other funds holding OXY

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Guidant Wealth Advisors's OXY Position: Q3 2019 in Review

Guidant Wealth Advisors held its Occidental Petroleum (OXY) position steady in Q3 2019 at 1,077 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #174.

Guidant Wealth Advisors first reported a position in OXY in Q3 2016 and has held it in 13 quarters since. The position peaked at $89K in Q3 2018. 1,076 funds tracked by Wall St. Rank hold OXY as of Q3 2019.

Guidant Wealth Advisors held 1,077 shares of Occidental Petroleum worth $48K as of Q3 2019.
Guidant Wealth Advisors left its Occidental Petroleum share count unchanged in Q3 2019.
Occidental Petroleum made up 0.02% of Guidant Wealth Advisors's portfolio in Q3 2019, its #174 holding.
Guidant Wealth Advisors first reported a position in Occidental Petroleum in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Occidental Petroleum position peaked at $89K in Q3 2018.
1,076 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.