YorkBridge Wealth Partners’s Occidental Petroleum OXY Stock Holding History

YorkBridge Wealth 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	-215	Closed	-$11K	–	509
2019 Q2	$11K	Buy	+215	New	+$12.1K	﹤0.01%	537
2019 Q1	–	Sell	-102	Closed	-$6K	–	766
2018 Q4	$6K	Sell	102 -301	-75%	-$21.2K	﹤0.01%	621
2018 Q3	$34K	Hold	403	–	–	0.02%	402
2018 Q2	$34K	Sell	403 -70	-15%	-$5.59K	0.01%	411
2018 Q1	$34K	Hold	473	–	–	0.02%	412
2017 Q4	$34K	Sell	473 -802	-63%	-$54.4K	0.02%	414
2017 Q3	$82K	Sell	1,275 -124	-9%	-$7.55K	0.04%	316
2017 Q2	$86K	Hold	1,399	–	–	0.05%	303
2017 Q1	$84K	Buy	1,399 +344	+33%	+$22.9K	0.04%	303
2016 Q4	$74K	Buy	+1,055	New	+$74.9K	0.04%	291

Other funds holding OXY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's OXY Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Occidental Petroleum (OXY) in Q3 2019, closing a stake of 215 shares — an estimated $11K sold.

YorkBridge Wealth Partners first reported a position in OXY in Q4 2016 and held it in 10 quarters. The position peaked at $86K in Q2 2017. 1,076 funds tracked by Wall St. Rank hold OXY as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Occidental Petroleum position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 215 Occidental Petroleum shares in Q3 2019, an estimated $11K.
YorkBridge Wealth Partners first reported a position in Occidental Petroleum in Q4 2016 and held it in 10 quarters.
YorkBridge Wealth Partners's Occidental Petroleum position peaked at $86K in Q2 2017.
1,076 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.