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Mosaic Family Wealth’s Occidental Petroleum OXY Stock Holding History

Mosaic Family Wealth’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
Q2 		– Sell
-192
Closed -$13K – 472
2019
Q1 		$13K Sell
192
-79
-29% -$5.21K 0.01% 474
2018
Q4 		$17K Hold
271
– – 0.01% 438
2018
Q3 		$19K Sell
271
-45
-14% -$3.64K 0.01% 442
2018
Q2 		$26K Buy
316
+125
+65% +$9.98K 0.01% 428
2018
Q1 		$12K Hold
191
– – ﹤0.01% 507
2017
Q4 		$14K Buy
+191
New +$13K 0.01% 492
2017
Q2 		– Sell
-1,887
Closed -$120K – 740
2017
Q1 		$120K Buy
1,887
+72
+4% +$4.79K 0.05% 240
2016
Q4 		$129K Hold
1,815
– – 0.06% 229
2016
Q3 		$132K Buy
1,815
+75
+4% +$5.62K 0.06% 216
2016
Q2 		$132K Buy
1,740
+343
+25% +$25.6K 0.06% 199
2016
Q1 		$95K Buy
1,397
+443
+46% +$29.7K 0.05% 250
2015
Q4 		$64K Buy
+954
New +$68.6K 0.03% 273

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mosaic Family Wealth's OXY Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Occidental Petroleum (OXY) in Q2 2019, closing a stake of 192 shares — an estimated $13K sold.

Mosaic Family Wealth first reported a position in OXY in Q4 2015 and held it in 12 quarters. The position peaked at $132K in Q3 2016. 1,054 funds tracked by Wall St. Rank hold OXY as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Occidental Petroleum position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 192 Occidental Petroleum shares in Q2 2019, an estimated $13K.
  • Mosaic Family Wealth first reported a position in Occidental Petroleum in Q4 2015 and held it in 12 quarters.
  • Mosaic Family Wealth's Occidental Petroleum position peaked at $132K in Q3 2016.
  • 1,054 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.