Accredited Investors’s Occidental Petroleum OXY Stock Holding History

Accredited Investors’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 Q4	–	Sell	-5,300	Closed	-$340K	–	123
2017 Q3	$340K	Sell	5,300 -5	-0.1%	-$305	0.09%	78
2017 Q2	$318K	Buy	5,305 +5	+0.1%	+$306	0.08%	71
2017 Q1	$336K	Sell	5,300 -24	-0.5%	-$1.6K	0.08%	75
2016 Q4	$379K	Buy	5,324 +24	+0.5%	+$1.71K	0.1%	68
2016 Q3	$386K	Sell	5,300 -98	-2%	-$7.34K	0.11%	68
2016 Q2	$393K	Buy	5,398 +203	+4%	+$15.2K	0.11%	63
2016 Q1	$355K	Sell	5,195 -33	-0.6%	-$2.21K	0.09%	68
2015 Q4	$353K	Buy	+5,228	New	+$376K	0.09%	68

Other funds holding OXY

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Accredited Investors's OXY Position: Q4 2017 in Review

Accredited Investors sold out of Occidental Petroleum (OXY) in Q4 2017, closing a stake of 5,300 shares — an estimated $340K sold.

Accredited Investors first reported a position in OXY in Q4 2015 and held it in 8 quarters. The position peaked at $393K in Q2 2016. 1,078 funds tracked by Wall St. Rank hold OXY as of Q4 2017.

Accredited Investors reported no remaining Occidental Petroleum position as of Q4 2017 after selling out during the quarter.
Accredited Investors sold 5,300 Occidental Petroleum shares in Q4 2017, an estimated $340K.
Accredited Investors first reported a position in Occidental Petroleum in Q4 2015 and held it in 8 quarters.
Accredited Investors's Occidental Petroleum position peaked at $393K in Q2 2016.
1,078 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2017.

Based on Accredited Investors's 13F filing for Q4 2017, filed 17 Jan 2018.