Private Vista’s Occidental Petroleum OXY Stock Holding History

Private Vista’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	-3,248	Closed	-$216K	–	156
2019 Q1	$216K	Buy	+3,248	New	+$214K	0.05%	139
2018 Q4	–	Sell	-3,266	Closed	-$268K	–	158
2018 Q3	$268K	Sell	3,266 -333	-9%	-$26.9K	0.05%	131
2018 Q2	$301K	Buy	3,599 +225	+7%	+$18K	0.07%	114
2018 Q1	$219K	Buy	+3,374	New	+$236K	0.06%	125

Other funds holding OXY

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Private Vista's OXY Position: Q2 2019 in Review

Private Vista sold out of Occidental Petroleum (OXY) in Q2 2019, closing a stake of 3,248 shares — an estimated $216K sold.

Private Vista first reported a position in OXY in Q1 2018 and held it in 4 quarters. The position peaked at $301K in Q2 2018. 1,054 funds tracked by Wall St. Rank hold OXY as of Q2 2019.

Private Vista reported no remaining Occidental Petroleum position as of Q2 2019 after selling out during the quarter.
Private Vista sold 3,248 Occidental Petroleum shares in Q2 2019, an estimated $216K.
Private Vista first reported a position in Occidental Petroleum in Q1 2018 and held it in 4 quarters.
Private Vista's Occidental Petroleum position peaked at $301K in Q2 2018.
1,054 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2019.

Based on Private Vista's 13F filing for Q2 2019, filed 19 Jul 2019.