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PWM
Patriot Wealth Management’s
Occidental Petroleum
OXY
Stock Holding History
Patriot 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
2017
Q3
–
Sell
-52,791
Closed
-$3.16M
–
85
2017
Q2
$3.16M
Buy
52,791
+1,588
+3%
+$97.2K
0.53%
60
2017
Q1
$3.24M
Buy
51,203
+1,614
+3%
+$107K
0.52%
58
2016
Q4
$3.53M
Sell
49,589
-85
-0.2%
-$6.04K
0.67%
52
2016
Q3
$3.62M
Sell
49,674
-1,391
-3%
-$104K
0.7%
56
2016
Q2
$3.86M
Buy
51,065
+966
+2%
+$72.2K
0.76%
52
2016
Q1
$3.43M
Buy
50,099
+1,299
+3%
+$87.1K
0.69%
56
2015
Q4
$3.29M
Sell
48,800
-590
-1%
-$42.4K
0.68%
55
2015
Q3
$3.26M
Buy
49,390
+1,370
+3%
+$95.7K
0.75%
53
2015
Q2
$3.73M
Buy
48,020
+510
+1%
+$39.8K
0.83%
51
2015
Q1
$3.46M
Buy
47,510
+1,870
+4%
+$145K
0.77%
50
2014
Q4
$3.67M
Buy
+45,640
New
+$3.79M
0.86%
48
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1-Year Est. Return
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New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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