Holistic Financial Partners’s Occidental Petroleum OXY Stock Holding History

Holistic Financial 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 Q4	–	Sell	-2,818	Closed	-$232K	–	77
2018 Q3	$232K	Buy	+2,818	New	+$228K	0.22%	62
2018 Q2	–	Sell	-2,582	Closed	-$168K	–	265
2018 Q1	$168K	Sell	2,582 -99	-4%	-$6.92K	0.14%	77
2017 Q4	$197K	Buy	+2,681	New	+$182K	0.16%	73

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Holistic Financial Partners's OXY Position: Q4 2018 in Review

Holistic Financial Partners sold out of Occidental Petroleum (OXY) in Q4 2018, closing a stake of 2,818 shares — an estimated $232K sold.

Holistic Financial Partners first reported a position in OXY in Q4 2017 and held it in 3 quarters. The position peaked at $232K in Q3 2018. 1,112 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

Holistic Financial Partners reported no remaining Occidental Petroleum position as of Q4 2018 after selling out during the quarter.
Holistic Financial Partners sold 2,818 Occidental Petroleum shares in Q4 2018, an estimated $232K.
Holistic Financial Partners first reported a position in Occidental Petroleum in Q4 2017 and held it in 3 quarters.
Holistic Financial Partners's Occidental Petroleum position peaked at $232K in Q3 2018.
1,112 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on Holistic Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.