River Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

River 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
2018 Q4	–	Sell	-184	Closed	-$15K	–	580
2018 Q3	$15K	Sell	184 -26	-12%	-$2.1K	0.01%	409
2018 Q2	$18K	Buy	+210	New	+$16.8K	0.01%	375

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

River Wealth Advisors's OXY Position: Q4 2018 in Review

River Wealth Advisors sold out of Occidental Petroleum (OXY) in Q4 2018, closing a stake of 184 shares — an estimated $15K sold.

River Wealth Advisors first reported a position in OXY in Q2 2018 and held it in 2 quarters. The position peaked at $18K in Q2 2018. 1,113 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

River Wealth Advisors reported no remaining Occidental Petroleum position as of Q4 2018 after selling out during the quarter.
River Wealth Advisors sold 184 Occidental Petroleum shares in Q4 2018, an estimated $15K.
River Wealth Advisors first reported a position in Occidental Petroleum in Q2 2018 and held it in 2 quarters.
River Wealth Advisors's Occidental Petroleum position peaked at $18K in Q2 2018.
1,113 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on River Wealth Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.