WealthOne’s Occidental Petroleum OXY Stock Holding History

WealthOne’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 Q1	–	Sell	-81	Closed	-$5K	–	401
2018 Q4	$5K	Buy	+81	New	+$5.69K	﹤0.01%	467

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

WealthOne's OXY Position: Q1 2019 in Review

WealthOne sold out of Occidental Petroleum (OXY) in Q1 2019, closing a stake of 81 shares — an estimated $5K sold.

WealthOne first reported a position in OXY in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 1,132 funds tracked by Wall St. Rank hold OXY as of Q1 2019.

WealthOne reported no remaining Occidental Petroleum position as of Q1 2019 after selling out during the quarter.
WealthOne sold 81 Occidental Petroleum shares in Q1 2019, an estimated $5K.
WealthOne first reported a position in Occidental Petroleum in Q4 2018 and held it in 1 quarter.
WealthOne's Occidental Petroleum position peaked at $5K in Q4 2018.
1,132 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.