Signature Wealth Management Group’s Occidental Petroleum OXY Stock Holding History

Signature Wealth Management 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
2019 Q3	–	Sell	-56,999	Closed	-$2.81M	–	79
2019 Q2	$2.81M	Buy	56,999 +14,058	+33%	+$791K	1.88%	28
2019 Q1	$2.84M	Buy	42,941 +798	+2%	+$52.6K	1.99%	27
2018 Q4	$2.59M	Sell	42,143 -1,143	-3%	-$80.3K	2.01%	25
2018 Q3	$2.88M	Buy	43,286 +308	+0.7%	+$24.9K	2.13%	21
2018 Q2	$3.6M	Buy	42,978 +870	+2%	+$69.5K	2.66%	8
2018 Q1	$2.73M	Buy	42,108 +41,955	+27,422%	+$2.93M	2.11%	25
2017 Q4	$11K	Buy	+153	New	+$10.4K	0.01%	180

Other funds holding OXY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Signature Wealth Management Group's OXY Position: Q3 2019 in Review

Signature Wealth Management Group sold out of Occidental Petroleum (OXY) in Q3 2019, closing a stake of 56,999 shares — an estimated $2.81M sold.

Signature Wealth Management Group first reported a position in OXY in Q4 2017 and held it in 7 quarters. The position peaked at $3.6M in Q2 2018. 1,076 funds tracked by Wall St. Rank hold OXY as of Q3 2019.

Signature Wealth Management Group reported no remaining Occidental Petroleum position as of Q3 2019 after selling out during the quarter.
Signature Wealth Management Group sold 56,999 Occidental Petroleum shares in Q3 2019, an estimated $2.81M.
Signature Wealth Management Group first reported a position in Occidental Petroleum in Q4 2017 and held it in 7 quarters.
Signature Wealth Management Group's Occidental Petroleum position peaked at $3.6M in Q2 2018.
1,076 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2019.

Based on Signature Wealth Management Group's 13F filing for Q3 2019, filed 21 Oct 2019.