MinichMacGregor Wealth Management’s Occidental Petroleum OXY Stock Holding History

MinichMacGregor 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
2019 Q1	–	Sell	-34,392	Closed	-$2.21M	–	102
2018 Q4	$2.21M	Buy	+34,392	New	+$2.42M	1.51%	21
2017 Q1	–	Sell	-27	Closed	-$1K	–	492
2016 Q4	$1K	Sell	27 -11	-29%	-$781	﹤0.01%	431
2016 Q3	$2K	Buy	38 +3	+9%	+$225	﹤0.01%	382
2016 Q2	$2K	Buy	35 +8	+30%	+$598	﹤0.01%	368
2016 Q1	$1K	Buy	27 +9	+50%	+$603	﹤0.01%	396
2015 Q4	$1K	Buy	+18	New	+$1.29K	﹤0.01%	357

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

MinichMacGregor Wealth Management's OXY Position: Q1 2019 in Review

MinichMacGregor Wealth Management sold out of Occidental Petroleum (OXY) in Q1 2019, closing a stake of 34,392 shares — an estimated $2.21M sold.

MinichMacGregor Wealth Management first reported a position in OXY in Q4 2015 and held it in 6 quarters. The position peaked at $2.21M in Q4 2018. 1,131 funds tracked by Wall St. Rank hold OXY as of Q1 2019.

MinichMacGregor Wealth Management reported no remaining Occidental Petroleum position as of Q1 2019 after selling out during the quarter.
MinichMacGregor Wealth Management sold 34,392 Occidental Petroleum shares in Q1 2019, an estimated $2.21M.
MinichMacGregor Wealth Management first reported a position in Occidental Petroleum in Q4 2015 and held it in 6 quarters.
MinichMacGregor Wealth Management's Occidental Petroleum position peaked at $2.21M in Q4 2018.
1,131 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2019.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2019, filed 16 Apr 2019.