Integrated Wealth Counsel’s Occidental Petroleum OXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
$23K Hold
319
0.05% 105
2016
Q3
$23K Buy
+319
New +$23.9K 0.05% 95

Other funds holding OXY

Integrated Wealth Counsel's OXY Position: Q4 2016 in Review

Integrated Wealth Counsel held its Occidental Petroleum (OXY) position steady in Q4 2016 at 319 shares worth $23K. The position accounts for 0.05% of the portfolio, ranked #105.

Integrated Wealth Counsel first reported a position in OXY in Q3 2016 and has held it in 2 quarters since. 1,076 funds tracked by Wall St. Rank hold OXY as of Q4 2016.

  • Integrated Wealth Counsel held 319 shares of Occidental Petroleum worth $23K as of Q4 2016.
  • Integrated Wealth Counsel left its Occidental Petroleum share count unchanged in Q4 2016.
  • Occidental Petroleum made up 0.05% of Integrated Wealth Counsel's portfolio in Q4 2016, its #105 holding.
  • Integrated Wealth Counsel first reported a position in Occidental Petroleum in Q3 2016 and has held it in 2 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.