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BlackRock Institutional Trust’s Occidental Petroleum OXY Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$1.5B Buy
21,039,386
+405,653
+2% +$28.8M 0.22% 85
2016
Q3 		$1.5B Buy
20,633,733
+475,496
+2% +$35.6M 0.23% 83
2016
Q2 		$1.52B Sell
20,158,237
-67,695
-0.3% -$5.06M 0.25% 75
2016
Q1 		$1.38B Sell
20,225,932
-46,940
-0.2% -$3.15M 0.23% 87
2015
Q4 		$1.37B Buy
20,272,872
+532,022
+3% +$38.3M 0.23% 82
2015
Q3 		$1.3B Sell
19,740,850
-313,283
-2% -$21.9M 0.23% 80
2015
Q2 		$1.56B Sell
20,054,133
-882,097
-4% -$68.9M 0.25% 72
2015
Q1 		$1.53B Buy
20,936,230
+426,125
+2% +$33M 0.24% 80
2014
Q4 		$1.65B Sell
20,510,105
-1,066,400
-5% -$88.5M 0.26% 74
2014
Q3 		$1.99B Sell
21,576,505
-222,899
-1% -$21.4M 0.33% 54
2014
Q2 		$2.14B Sell
21,799,404
-952,631
-4% -$89.5M 0.36% 46
2014
Q1 		$2.08B Sell
22,752,035
-308,027
-1% -$27.5M 0.36% 48
2013
Q4 		$2.1B Buy
23,060,062
+901,310
+4% +$82.3M 0.37% 47
2013
Q3 		$1.99B Sell
22,158,752
-3,525
-0% -$303K 0.38% 42
2013
Q2 		$1.89B Buy
+22,162,277
New +$1.87B 0.38% 42

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock Institutional Trust's OXY Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Occidental Petroleum (OXY) stake by 2% in Q4 2016, buying an estimated $28.8M and bringing the position to 21,039,386 shares worth $1.5B. The position accounts for 0.22% of the portfolio, ranked #85.

BlackRock Institutional Trust first reported a position in OXY in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.14B in Q2 2014. 1,076 funds tracked by Wall St. Rank hold OXY as of Q4 2016.

  • BlackRock Institutional Trust held 21,039,386 shares of Occidental Petroleum worth $1.5B as of Q4 2016.
  • BlackRock Institutional Trust bought 405,653 Occidental Petroleum shares in Q4 2016, an estimated $28.8M.
  • Occidental Petroleum made up 0.22% of BlackRock Institutional Trust's portfolio in Q4 2016, its #85 holding.
  • BlackRock Institutional Trust first reported a position in Occidental Petroleum in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's Occidental Petroleum position peaked at $2.14B in Q2 2014.
  • 1,076 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.