Bridges Investment Counsel’s Occidental Petroleum OXY Stock Holding History

Bridges Investment Counsel’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	$212K	Buy	+2,882	New	+$196K	0.12%	126
2017 Q1	–	Sell	-3,282	Closed	-$233K	–	141
2016 Q4	$233K	Hold	3,282	–	–	0.06%	136
2016 Q3	$239K	Hold	3,282	–	–	0.05%	134
2016 Q2	$248K	Hold	3,282	–	–	0.05%	134
2016 Q1	$224K	Buy	+3,282	New	+$220K	0.05%	144
2015 Q3	–	Sell	-3,288	Closed	-$255K	–	157
2015 Q2	$255K	Hold	3,288	–	–	0.06%	146
2015 Q1	$239K	Hold	3,288	–	–	0.05%	148
2014 Q4	$264K	Sell	3,288 -138	-4%	-$11.5K	0.06%	144
2014 Q3	$315K	Hold	3,426	–	–	0.07%	137
2014 Q2	$337K	Hold	3,426	–	–	0.08%	141
2014 Q1	$313K	Buy	3,426 +418	+14%	+$37.4K	0.07%	141
2013 Q4	$274K	Hold	3,008	–	–	0.06%	148
2013 Q3	$270K	Hold	3,008	–	–	0.07%	143
2013 Q2	$257K	Buy	+3,008	New	+$254K	0.07%	146

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bridges Investment Counsel's OXY Position: Q4 2017 in Review

Bridges Investment Counsel opened a new position in Occidental Petroleum (OXY) in Q4 2017: 2,882 shares worth $212K. The stake represents 0.12% of the portfolio and ranks #126 among its holdings. This is a return to the name: Bridges Investment Counsel previously reported a position in OXY as recently as Q4 2016.

Bridges Investment Counsel first reported a position in OXY in Q2 2013 and has held it in 14 quarters since. The position peaked at $337K in Q2 2014. 1,078 funds tracked by Wall St. Rank hold OXY as of Q4 2017.

Bridges Investment Counsel held 2,882 shares of Occidental Petroleum worth $212K as of Q4 2017.
Occidental Petroleum was a new Bridges Investment Counsel position in Q4 2017.
Occidental Petroleum made up 0.12% of Bridges Investment Counsel's portfolio in Q4 2017, its #126 holding.
Bridges Investment Counsel first reported a position in Occidental Petroleum in Q2 2013 and has held it in 14 quarters since.
Bridges Investment Counsel's Occidental Petroleum position peaked at $337K in Q2 2014.
1,078 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.