BIMC
OXY icon

Benson Investment Management Company’s Occidental Petroleum OXY Stock Holding History

Benson Investment Management Company’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
-33,355
Closed -$2.14M – 80
2017
Q3 		$2.14M Buy
33,355
+4,565
+16% +$278K 1.76% 34
2017
Q2 		$1.72M Buy
28,790
+140
+0.5% +$8.57K 1.56% 43
2017
Q1 		$1.81M Buy
28,650
+2,140
+8% +$142K 1.79% 37
2016
Q4 		$1.89M Buy
+26,510
New +$1.88M 1.87% 35

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 $609B AUM 40.19% 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

Benson Investment Management Company's OXY Position: Q4 2017 in Review

Benson Investment Management Company sold out of Occidental Petroleum (OXY) in Q4 2017, closing a stake of 33,355 shares — an estimated $2.14M sold.

Benson Investment Management Company first reported a position in OXY in Q4 2016 and held it in 4 quarters. The position peaked at $2.14M in Q3 2017. 1,079 funds tracked by Wall St. Rank hold OXY as of Q4 2017.

  • Benson Investment Management Company reported no remaining Occidental Petroleum position as of Q4 2017 after selling out during the quarter.
  • Benson Investment Management Company sold 33,355 Occidental Petroleum shares in Q4 2017, an estimated $2.14M.
  • Benson Investment Management Company first reported a position in Occidental Petroleum in Q4 2016 and held it in 4 quarters.
  • Benson Investment Management Company's Occidental Petroleum position peaked at $2.14M in Q3 2017.
  • 1,079 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2017.

Based on Benson Investment Management Company's 13F filing for Q4 2017, filed 12 Jan 2018.