Transform Wealth’s Occidental Petroleum OXY Stock Holding History

Transform Wealth’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	-2,924	Closed	-$240K	–	196
2018 Q3	$240K	Sell	2,924 -51	-2%	-$4.12K	0.04%	176
2018 Q2	$249K	Buy	+2,975	New	+$238K	0.05%	193
2018 Q1	–	Sell	-3,025	Closed	-$223K	–	252
2017 Q4	$223K	Sell	3,025 -8,690	-74%	-$590K	0.04%	232
2017 Q3	$752K	Buy	+11,715	New	+$713K	0.26%	122
2017 Q2	–	Sell	-18,955	Closed	-$1.2M	–	130
2017 Q1	$1.2M	Buy	18,955 +5,202	+38%	+$346K	0.45%	73
2016 Q4	$980K	Buy	13,753 +1,470	+12%	+$104K	0.39%	89
2016 Q3	$896K	Buy	12,283 +320	+3%	+$24K	0.38%	86
2016 Q2	$904K	Buy	+11,963	New	+$894K	0.38%	93

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

Transform Wealth's OXY Position: Q4 2018 in Review

Transform Wealth sold out of Occidental Petroleum (OXY) in Q4 2018, closing a stake of 2,924 shares — an estimated $240K sold.

Transform Wealth first reported a position in OXY in Q2 2016 and held it in 8 quarters. The position peaked at $1.2M in Q1 2017. 1,112 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

Transform Wealth reported no remaining Occidental Petroleum position as of Q4 2018 after selling out during the quarter.
Transform Wealth sold 2,924 Occidental Petroleum shares in Q4 2018, an estimated $240K.
Transform Wealth first reported a position in Occidental Petroleum in Q2 2016 and held it in 8 quarters.
Transform Wealth's Occidental Petroleum position peaked at $1.2M in Q1 2017.
1,112 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on Transform Wealth's 13F filing for Q4 2018, filed 30 Jan 2019.