BTIS
OXY icon

BB&T Investment Services’s Occidental Petroleum OXY Stock Holding History

BB&T Investment Services’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 		$2.63M Buy
35,879
+6,615
+23% +$449K 0.44% 53
2017
Q3 		$1.87M Buy
29,264
+6,111
+26% +$372K 0.37% 61
2017
Q2 		$1.38M Buy
23,153
+9,477
+69% +$580K 0.35% 64
2017
Q1 		$863K Buy
13,676
+9,681
+242% +$644K 0.34% 61
2016
Q4 		$282K Buy
+3,995
New +$284K 0.21% 110

Other funds holding OXY

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

BB&T Investment Services's OXY Position: Q4 2017 in Review

BB&T Investment Services increased its Occidental Petroleum (OXY) stake by 23% in Q4 2017, buying an estimated $449K and bringing the position to 35,879 shares worth $2.63M. The position accounts for 0.44% of the portfolio, ranked #53.

BB&T Investment Services first reported a position in OXY in Q4 2016 and has held it in 5 quarters since. 1,078 funds tracked by Wall St. Rank hold OXY as of Q4 2017.

  • BB&T Investment Services held 35,879 shares of Occidental Petroleum worth $2.63M as of Q4 2017.
  • BB&T Investment Services bought 6,615 Occidental Petroleum shares in Q4 2017, an estimated $449K.
  • Occidental Petroleum made up 0.44% of BB&T Investment Services's portfolio in Q4 2017, its #53 holding.
  • BB&T Investment Services first reported a position in Occidental Petroleum in Q4 2016 and has held it in 5 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.