Windsor Wealth Management’s Occidental Petroleum OXY Stock Holding History

Windsor Wealth Management’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 Q2	–	Sell	-3,055	Closed	-$202K	–	177
2019 Q1	$202K	Buy	+3,055	New	+$201K	0.11%	150
2018 Q4	–	Sell	-3,055	Closed	-$251K	–	138
2018 Q3	$251K	Sell	3,055 -368	-11%	-$29.7K	0.16%	114
2018 Q2	$286K	Buy	3,423 +49	+1%	+$3.91K	0.22%	104
2018 Q1	$219K	Sell	3,374 -40	-1%	-$2.8K	0.19%	114
2017 Q4	$251K	Buy	+3,414	New	+$232K	0.22%	103

Other funds holding OXY

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Windsor Wealth Management's OXY Position: Q2 2019 in Review

Windsor Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2019, closing a stake of 3,055 shares — an estimated $202K sold.

Windsor Wealth Management first reported a position in OXY in Q4 2017 and held it in 5 quarters. The position peaked at $286K in Q2 2018. 1,054 funds tracked by Wall St. Rank hold OXY as of Q2 2019.

Windsor Wealth Management reported no remaining Occidental Petroleum position as of Q2 2019 after selling out during the quarter.
Windsor Wealth Management sold 3,055 Occidental Petroleum shares in Q2 2019, an estimated $202K.
Windsor Wealth Management first reported a position in Occidental Petroleum in Q4 2017 and held it in 5 quarters.
Windsor Wealth Management's Occidental Petroleum position peaked at $286K in Q2 2018.
1,054 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2019.

Based on Windsor Wealth Management's 13F filing for Q2 2019, filed 15 Jul 2019.