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Bellwether Investment Group’s Occidental Petroleum OXY Stock Holding History

Bellwether Investment Group’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 		– Sell
-802
Closed -$51K – 448
2017
Q1 		$51K Sell
802
-2,163
-73% -$144K 0.13% 144
2016
Q4 		$211K Buy
+2,965
New +$211K 0.19% 132
2016
Q2 		$226K Buy
+2,990
New +$223K 0.25% 111

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

Bellwether Investment Group's OXY Position: Q2 2017 in Review

Bellwether Investment Group sold out of Occidental Petroleum (OXY) in Q2 2017, closing a stake of 802 shares — an estimated $51K sold.

Bellwether Investment Group first reported a position in OXY in Q2 2016 and held it in 3 quarters. The position peaked at $226K in Q2 2016. 975 funds tracked by Wall St. Rank hold OXY as of Q2 2017.

  • Bellwether Investment Group reported no remaining Occidental Petroleum position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 802 Occidental Petroleum shares in Q2 2017, an estimated $51K.
  • Bellwether Investment Group first reported a position in Occidental Petroleum in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Occidental Petroleum position peaked at $226K in Q2 2016.
  • 975 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.