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RGT Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

RGT Wealth Advisors’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
Q2 		– Sell
-4,617
Closed -$293K – 106
2017
Q1 		$293K Buy
+4,617
New +$307K 0.2% 60

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RGT Wealth Advisors's OXY Position: Q2 2017 in Review

RGT Wealth Advisors sold out of Occidental Petroleum (OXY) in Q2 2017, closing a stake of 4,617 shares — an estimated $293K sold.

RGT Wealth Advisors first reported a position in OXY in Q1 2017 and held it in 1 quarter. The position peaked at $293K in Q1 2017. 975 funds tracked by Wall St. Rank hold OXY as of Q2 2017.

  • RGT Wealth Advisors reported no remaining Occidental Petroleum position as of Q2 2017 after selling out during the quarter.
  • RGT Wealth Advisors sold 4,617 Occidental Petroleum shares in Q2 2017, an estimated $293K.
  • RGT Wealth Advisors first reported a position in Occidental Petroleum in Q1 2017 and held it in 1 quarter.
  • RGT Wealth Advisors's Occidental Petroleum position peaked at $293K in Q1 2017.
  • 975 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2017.

Based on RGT Wealth Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.