Boston Research & Management’s Occidental Petroleum OXY Stock Holding History

Boston Research & 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
2018 Q4	–	Sell	-2,980	Closed	-$244K	–	103
2018 Q3	$244K	Hold	2,980	–	–	0.11%	92
2018 Q2	$249K	Buy	+2,980	New	+$238K	0.12%	89
2018 Q1	–	Sell	-2,980	Closed	-$219K	–	96
2017 Q4	$219K	Sell	2,980 -580	-16%	-$39.4K	0.11%	94
2017 Q3	$228K	Hold	3,560	–	–	0.12%	91
2017 Q2	$213K	Hold	3,560	–	–	0.12%	92
2017 Q1	$225K	Hold	3,560	–	–	0.12%	90
2016 Q4	$253K	Hold	3,560	–	–	0.14%	89
2016 Q3	$259K	Sell	3,560 -70	-2%	-$5.24K	0.15%	85
2016 Q2	$274K	Hold	3,630	–	–	0.17%	84
2016 Q1	$248K	Sell	3,630 -6	-0.2%	-$402	0.15%	88
2015 Q4	$245K	Hold	3,636	–	–	0.15%	88
2015 Q3	$240K	Sell	3,636 -170	-4%	-$11.9K	0.16%	91
2015 Q2	$295K	Sell	3,806 -231	-6%	-$18K	0.19%	83
2015 Q1	$294K	Sell	4,037 -170	-4%	-$13.1K	0.19%	85
2014 Q4	$338K	Sell	4,207 -850	-17%	-$70.5K	0.21%	83
2014 Q3	$465K	Hold	5,057	–	–	0.31%	71
2014 Q2	$497K	Buy	5,057 +673	+15%	+$63.3K	0.34%	67
2014 Q1	$400K	Buy	4,384 +1,200	+38%	+$107K	0.29%	72
2013 Q4	$290K	Hold	3,184	–	–	0.22%	77
2013 Q3	$285K	Hold	3,184	–	–	0.24%	78
2013 Q2	$272K	Buy	+3,184	New	+$269K	0.24%	77

Other funds holding OXY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Boston Research & Management's OXY Position: Q4 2018 in Review

Boston Research & Management sold out of Occidental Petroleum (OXY) in Q4 2018, closing a stake of 2,980 shares — an estimated $244K sold.

Boston Research & Management first reported a position in OXY in Q2 2013 and held it in 21 quarters. The position peaked at $497K in Q2 2014. 1,112 funds tracked by Wall St. Rank hold OXY as of Q4 2018.

Boston Research & Management reported no remaining Occidental Petroleum position as of Q4 2018 after selling out during the quarter.
Boston Research & Management sold 2,980 Occidental Petroleum shares in Q4 2018, an estimated $244K.
Boston Research & Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 21 quarters.
Boston Research & Management's Occidental Petroleum position peaked at $497K in Q2 2014.
1,112 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2018.

Based on Boston Research & Management's 13F filing for Q4 2018, filed 6 Feb 2019.