JOYN Advisors’s Occidental Petroleum OXY Stock Holding History

JOYN 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 Q1	–	Sell	-757	Closed	-$46K	–	1008
2018 Q4	$46K	Buy	757 +94	+14%	+$6.61K	0.01%	374
2018 Q3	$54K	Buy	663 +99	+18%	+$8K	0.01%	373
2018 Q2	$47K	Buy	564 +377	+202%	+$30.1K	0.01%	418
2018 Q1	$12K	Buy	+187	New	+$13.1K	﹤0.01%	751

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

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

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

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

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

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

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

JOYN Advisors's OXY Position: Q1 2019 in Review

JOYN Advisors sold out of Occidental Petroleum (OXY) in Q1 2019, closing a stake of 757 shares — an estimated $46K sold.

JOYN Advisors first reported a position in OXY in Q1 2018 and held it in 4 quarters. The position peaked at $54K in Q3 2018. 1,131 funds tracked by Wall St. Rank hold OXY as of Q1 2019.

JOYN Advisors reported no remaining Occidental Petroleum position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 757 Occidental Petroleum shares in Q1 2019, an estimated $46K.
JOYN Advisors first reported a position in Occidental Petroleum in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Occidental Petroleum position peaked at $54K in Q3 2018.
1,131 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.