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

Other funds holding OXY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Patriot Wealth Management's OXY Position: Q3 2017 in Review

Patriot Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2017, closing a stake of 52,791 shares — an estimated $3.16M sold.

Patriot Wealth Management first reported a position in OXY in Q4 2014 and held it in 11 quarters. The position peaked at $3.86M in Q2 2016. 985 funds tracked by Wall St. Rank hold OXY as of Q3 2017.

Patriot Wealth Management reported no remaining Occidental Petroleum position as of Q3 2017 after selling out during the quarter.
Patriot Wealth Management sold 52,791 Occidental Petroleum shares in Q3 2017, an estimated $3.16M.
Patriot Wealth Management first reported a position in Occidental Petroleum in Q4 2014 and held it in 11 quarters.
Patriot Wealth Management's Occidental Petroleum position peaked at $3.86M in Q2 2016.
985 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2017.

Based on Patriot Wealth Management's 13F filing for Q3 2017, filed 3 Nov 2017.