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WealthSource Partners’s Occidental Petroleum OXY Stock Holding History

WealthSource Partners’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
-4,153
Closed -$209K – 459
2019
Q2 		$209K Buy
4,153
+267
+7% +$15K 0.03% 414
2019
Q1 		$257K Buy
3,886
+296
+8% +$19.5K 0.06% 282
2018
Q4 		$220K Buy
3,590
+539
+18% +$37.9K 0.06% 263
2018
Q3 		$251K Sell
3,051
-180
-6% -$14.5K 0.07% 249
2018
Q2 		$270K Sell
3,231
-628
-16% -$50.2K 0.08% 226
2018
Q1 		$251K Sell
3,859
-67
-2% -$4.69K 0.08% 235
2017
Q4 		$289K Buy
3,926
+692
+21% +$47K 0.09% 205
2017
Q3 		$208K Buy
+3,234
New +$197K 0.07% 270

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthSource Partners's OXY Position: Q3 2019 in Review

WealthSource Partners sold out of Occidental Petroleum (OXY) in Q3 2019, closing a stake of 4,153 shares — an estimated $209K sold.

WealthSource Partners first reported a position in OXY in Q3 2017 and held it in 8 quarters. The position peaked at $289K in Q4 2017. 1,076 funds tracked by Wall St. Rank hold OXY as of Q3 2019.

  • WealthSource Partners reported no remaining Occidental Petroleum position as of Q3 2019 after selling out during the quarter.
  • WealthSource Partners sold 4,153 Occidental Petroleum shares in Q3 2019, an estimated $209K.
  • WealthSource Partners first reported a position in Occidental Petroleum in Q3 2017 and held it in 8 quarters.
  • WealthSource Partners's Occidental Petroleum position peaked at $289K in Q4 2017.
  • 1,076 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2019.

Based on WealthSource Partners's 13F filing for Q3 2019, filed 15 Nov 2019.