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WFG Advisors’s Occidental Petroleum OXY Stock Holding History

WFG Advisors’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
2017
Q2 		$7K Sell
125
-126
-50% -$7.71K ﹤0.01% 1224
2017
Q1 		$16K Sell
251
-706
-74% -$47K ﹤0.01% 944
2016
Q4 		$68K Sell
957
-97
-9% -$6.89K 0.02% 646
2016
Q3 		$77K Buy
1,054
+1
+0.1% +$75 0.02% 600
2016
Q2 		$80K Buy
1,053
+117
+13% +$8.74K 0.02% 560
2016
Q1 		$64K Buy
936
+81
+9% +$5.43K 0.02% 595
2015
Q4 		$58K Sell
855
-260
-23% -$18.7K 0.02% 630
2015
Q3 		$74K Sell
1,115
-224
-17% -$15.6K 0.02% 532
2015
Q2 		$104K Sell
1,339
-191
-12% -$14.9K 0.03% 518
2015
Q1 		$112K Sell
1,530
-4,249
-74% -$329K 0.03% 502
2014
Q4 		$465K Buy
5,779
+912
+19% +$75.7K 0.09% 234
2014
Q3 		$448K Buy
4,867
+432
+10% +$41.4K 0.09% 274
2014
Q2 		$436K Buy
4,435
+430
+11% +$40.4K 0.08% 282
2014
Q1 		$366K Sell
4,005
-684
-15% -$61.1K 0.07% 304
2013
Q4 		$427K Buy
4,689
+1,328
+40% +$121K 0.06% 337
2013
Q3 		$301K Buy
3,361
+1,706
+103% +$147K 0.05% 390
2013
Q2 		$142K Buy
+1,655
New +$140K 0.02% 558

Other funds holding OXY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WFG Advisors's OXY Position: Q2 2017 in Review

WFG Advisors reduced its Occidental Petroleum (OXY) stake by 50% in Q2 2017, selling an estimated $7.71K and leaving 125 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

WFG Advisors first reported a position in OXY in Q2 2013 and has held it in 17 quarters since. The position peaked at $465K in Q4 2014. 975 funds tracked by Wall St. Rank hold OXY as of Q2 2017.

  • WFG Advisors held 125 shares of Occidental Petroleum worth $7K as of Q2 2017.
  • WFG Advisors sold 126 Occidental Petroleum shares in Q2 2017, an estimated $7.71K.
  • Occidental Petroleum made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1224 holding.
  • WFG Advisors first reported a position in Occidental Petroleum in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Occidental Petroleum position peaked at $465K in Q4 2014.
  • 975 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.