Gupta Wealth Management’s Occidental Petroleum OXY Stock Holding History

Gupta 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
2016 Q1	$2.38M	Buy	34,758 +141	+0.4%	+$9.45K	0.56%	40
2015 Q4	$2.34M	Sell	34,617 -5,872	-15%	-$422K	0.59%	37
2015 Q3	$2.67M	Buy	40,489 +3,548	+10%	+$248K	0.65%	37
2015 Q2	$2.87M	Buy	36,941 +1,110	+3%	+$86.7K	0.7%	36
2015 Q1	$2.61M	Buy	+35,831	New	+$2.77M	0.77%	35

Other funds holding OXY

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gupta Wealth Management's OXY Position: Q1 2016 in Review

Gupta Wealth Management increased its Occidental Petroleum (OXY) stake by 0.41% in Q1 2016, buying an estimated $9.45K and bringing the position to 34,758 shares worth $2.38M. The position accounts for 0.56% of the portfolio, ranked #40.

Gupta Wealth Management first reported a position in OXY in Q1 2015 and has held it in 5 quarters since. The position peaked at $2.87M in Q2 2015. 1,044 funds tracked by Wall St. Rank hold OXY as of Q1 2016.

Gupta Wealth Management held 34,758 shares of Occidental Petroleum worth $2.38M as of Q1 2016.
Gupta Wealth Management bought 141 Occidental Petroleum shares in Q1 2016, an estimated $9.45K.
Occidental Petroleum made up 0.56% of Gupta Wealth Management's portfolio in Q1 2016, its #40 holding.
Gupta Wealth Management first reported a position in Occidental Petroleum in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Occidental Petroleum position peaked at $2.87M in Q2 2015.
1,044 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.