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SFMG Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

SFMG 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
2015
Q2 		– Sell
-3,865
Closed -$282K – 154
2015
Q1 		$282K Buy
+3,865
New +$299K 0.02% 138

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BIT
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T. Rowe Price Associates
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BFA
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Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SFMG Wealth Advisors's OXY Position: Q2 2015 in Review

SFMG Wealth Advisors sold out of Occidental Petroleum (OXY) in Q2 2015, closing a stake of 3,865 shares — an estimated $282K sold.

SFMG Wealth Advisors first reported a position in OXY in Q1 2015 and held it in 1 quarter. The position peaked at $282K in Q1 2015. 1,039 funds tracked by Wall St. Rank hold OXY as of Q2 2015.

  • SFMG Wealth Advisors reported no remaining Occidental Petroleum position as of Q2 2015 after selling out during the quarter.
  • SFMG Wealth Advisors sold 3,865 Occidental Petroleum shares in Q2 2015, an estimated $282K.
  • SFMG Wealth Advisors first reported a position in Occidental Petroleum in Q1 2015 and held it in 1 quarter.
  • SFMG Wealth Advisors's Occidental Petroleum position peaked at $282K in Q1 2015.
  • 1,039 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2015.

Based on SFMG Wealth Advisors's 13F filing for Q2 2015, filed 12 Aug 2015.