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Wealthfront’s Occidental Petroleum OXY Stock Holding History

Wealthfront’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
Q3 		$2.46M Buy
29,919
+2,484
+9% +$201K 0.02% 101
2018
Q2 		$2.3M Buy
27,435
+856
+3% +$68.4K 0.02% 110
2018
Q1 		$1.73M Sell
26,579
-2,342
-8% -$164K 0.02% 153
2017
Q4 		$2.13M Buy
28,921
+12,062
+72% +$819K 0.02% 117
2017
Q3 		$1.08M Buy
16,859
+7,152
+74% +$436K 0.01% 184
2017
Q2 		$581K Buy
9,707
+4,416
+83% +$270K 0.01% 241
2017
Q1 		$335K Sell
5,291
-6,348
-55% -$422K 0.01% 313
2016
Q4 		$829K Sell
11,639
-2,922
-20% -$208K 0.02% 131
2016
Q3 		$1.06M Sell
14,561
-636
-4% -$47.6K 0.03% 99
2016
Q2 		$1.15M Buy
15,197
+900
+6% +$67.3K 0.03% 88
2016
Q1 		$978K Buy
14,297
+1,285
+10% +$86.1K 0.03% 89
2015
Q4 		$878K Buy
13,012
+2,970
+30% +$214K 0.03% 93
2015
Q3 		$663K Buy
10,042
+4,055
+68% +$283K 0.03% 106
2015
Q2 		$465K Buy
5,987
+4,357
+267% +$340K 0.02% 113
2015
Q1 		$119K Sell
1,630
-2,717
-63% -$210K 0.01% 355
2014
Q4 		$350K Buy
4,347
+649
+18% +$53.9K 0.02% 99
2014
Q3 		$341K Buy
3,698
+830
+29% +$79.6K 0.02% 82
2014
Q2 		$281K Buy
2,868
+1,427
+99% +$134K 0.02% 73
2014
Q1 		$131K Buy
+1,441
New +$129K 0.02% 96

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wealthfront's OXY Position: Q3 2018 in Review

Wealthfront increased its Occidental Petroleum (OXY) stake by 9.1% in Q3 2018, buying an estimated $201K and bringing the position to 29,919 shares worth $2.46M. The position accounts for 0.02% of the portfolio, ranked #101.

Wealthfront first reported a position in OXY in Q1 2014 and has held it in 19 quarters since. 1,151 funds tracked by Wall St. Rank hold OXY as of Q3 2018.

  • Wealthfront held 29,919 shares of Occidental Petroleum worth $2.46M as of Q3 2018.
  • Wealthfront bought 2,484 Occidental Petroleum shares in Q3 2018, an estimated $201K.
  • Occidental Petroleum made up 0.02% of Wealthfront's portfolio in Q3 2018, its #101 holding.
  • Wealthfront first reported a position in Occidental Petroleum in Q1 2014 and has held it in 19 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.