Polaris Wealth Advisory Group’s Occidental Petroleum OXY Stock Holding History

Polaris Wealth Advisory Group’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
2018 Q4	–	Sell	-2,494	Closed	-$205K	–	350
2018 Q3	$205K	Buy	+2,494	New	+$202K	0.01%	154
2018 Q2	–	Sell	-2,470	Closed	-$160K	–	366
2018 Q1	$160K	Buy	+2,470	New	+$173K	0.01%	148
2015 Q4	–	Sell	-3,110	Closed	-$205K	–	144
2015 Q3	$205K	Buy	+3,110	New	+$217K	0.04%	67
2013 Q3	–	Sell	-630	Closed	-$53.9K	–	157
2013 Q2	$53.9K	Buy	+630	New	+$53.2K	0.02%	80

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

Polaris Wealth Advisory Group's OXY Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Occidental Petroleum (OXY) in Q4 2018, closing a stake of 2,494 shares — an estimated $205K sold.

Polaris Wealth Advisory Group first reported a position in OXY in Q2 2013 and held it in 4 quarters. The position peaked at $205K in Q3 2018. 1,112 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Occidental Petroleum position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 2,494 Occidental Petroleum shares in Q4 2018, an estimated $205K.
Polaris Wealth Advisory Group first reported a position in Occidental Petroleum in Q2 2013 and held it in 4 quarters.
Polaris Wealth Advisory Group's Occidental Petroleum position peaked at $205K in Q3 2018.
1,112 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.