Boston Financial Management’s Occidental Petroleum OXY Stock Holding History

Boston Financial Management’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	-4,455	Closed	-$282K	–	279
2017 Q1	$282K	Buy	4,455 +360	+9%	+$23.9K	0.02%	236
2016 Q4	$292K	Buy	4,095 +400	+11%	+$28.4K	0.02%	239
2016 Q3	$269K	Buy	3,695 +300	+9%	+$22.5K	0.02%	224
2016 Q2	$257K	Hold	3,395	–	–	0.02%	224
2016 Q1	$232K	Sell	3,395 -6	-0.2%	-$402	0.03%	167
2015 Q4	$230K	Buy	+3,401	New	+$245K	0.03%	174
2015 Q1	–	Sell	-4,828	Closed	-$389K	–	205
2014 Q4	$389K	Sell	4,828 -3,303	-41%	-$274K	0.05%	172
2014 Q3	$749K	Sell	8,131 -78	-1%	-$7.48K	0.1%	150
2014 Q2	$807K	Buy	8,209 +1,096	+15%	+$103K	0.11%	149
2014 Q1	$649K	Sell	7,113 -1,310	-16%	-$117K	0.09%	153
2013 Q4	$767K	Hold	8,423	–	–	0.11%	147
2013 Q3	$755K	Sell	8,423 -1,023	-11%	-$87.9K	0.11%	141
2013 Q2	$808K	Buy	+9,446	New	+$798K	0.12%	140

Other funds holding OXY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Boston Financial Management's OXY Position: Q2 2017 in Review

Boston Financial Management sold out of Occidental Petroleum (OXY) in Q2 2017, closing a stake of 4,455 shares — an estimated $282K sold.

Boston Financial Management first reported a position in OXY in Q2 2013 and held it in 13 quarters. The position peaked at $808K in Q2 2013. 975 funds tracked by Wall St. Rank hold OXY as of Q2 2017.

Boston Financial Management reported no remaining Occidental Petroleum position as of Q2 2017 after selling out during the quarter.
Boston Financial Management sold 4,455 Occidental Petroleum shares in Q2 2017, an estimated $282K.
Boston Financial Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 13 quarters.
Boston Financial Management's Occidental Petroleum position peaked at $808K in Q2 2013.
975 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2017.

Based on Boston Financial Management's 13F filing for Q2 2017, filed 27 Jul 2017.