Wealth Advisors of Tampa Bay’s Occidental Petroleum OXY Stock Holding History

Wealth Advisors of Tampa Bay’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	-2,895	Closed	-$238K	–	74
2018 Q3	$238K	Buy	2,895 +85	+3%	+$6.87K	0.17%	65
2018 Q2	$232K	Sell	2,810 -65,166	-96%	-$5.21M	0.18%	64
2018 Q1	$4.42M	Buy	67,976 +5,157	+8%	+$361K	3.2%	4
2017 Q4	$4.73M	Buy	+62,819	New	+$4.26M	3.24%	4

Other funds holding OXY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealth Advisors of Tampa Bay's OXY Position: Q4 2018 in Review

Wealth Advisors of Tampa Bay sold out of Occidental Petroleum (OXY) in Q4 2018, closing a stake of 2,895 shares — an estimated $238K sold.

Wealth Advisors of Tampa Bay first reported a position in OXY in Q4 2017 and held it in 4 quarters. The position peaked at $4.73M in Q4 2017. 1,113 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

Wealth Advisors of Tampa Bay reported no remaining Occidental Petroleum position as of Q4 2018 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 2,895 Occidental Petroleum shares in Q4 2018, an estimated $238K.
Wealth Advisors of Tampa Bay first reported a position in Occidental Petroleum in Q4 2017 and held it in 4 quarters.
Wealth Advisors of Tampa Bay's Occidental Petroleum position peaked at $4.73M in Q4 2017.
1,113 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q4 2018, filed 8 Feb 2019.