Hefty Wealth Partners’s Occidental Petroleum OXY Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$5K	Hold	72	–	–	﹤0.01%	210
2017 Q4	$5K	Hold	72	–	–	﹤0.01%	214
2017 Q3	$5K	Hold	72	–	–	﹤0.01%	207
2017 Q2	$4K	Hold	72	–	–	﹤0.01%	204
2017 Q1	$4K	Hold	72	–	–	﹤0.01%	204
2016 Q4	$5K	Hold	72	–	–	﹤0.01%	192
2016 Q3	$5K	Hold	72	–	–	﹤0.01%	196
2016 Q2	$5K	Hold	72	–	–	﹤0.01%	166
2016 Q1	$4K	Hold	72	–	–	﹤0.01%	181
2015 Q4	$4K	Buy	+72	New	+$5.18K	﹤0.01%	169

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hefty Wealth Partners's OXY Position: Q1 2018 in Review

Hefty Wealth Partners held its Occidental Petroleum (OXY) position steady in Q1 2018 at 72 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Hefty Wealth Partners first reported a position in OXY in Q4 2015 and has held it in 10 quarters since. 1,097 funds tracked by Wall St. Rank hold OXY as of Q1 2018.

Hefty Wealth Partners held 72 shares of Occidental Petroleum worth $5K as of Q1 2018.
Hefty Wealth Partners left its Occidental Petroleum share count unchanged in Q1 2018.
Occidental Petroleum made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #210 holding.
Hefty Wealth Partners first reported a position in Occidental Petroleum in Q4 2015 and has held it in 10 quarters since.
1,097 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.