Bruderman Asset Management’s Occidental Petroleum OXY Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-153	Closed	-$10K	–	425
2019 Q1	$10K	Sell	153 -88	-37%	-$5.8K	﹤0.01%	447
2018 Q4	$15K	Sell	241 -35,661	-99%	-$2.51M	﹤0.01%	386
2018 Q3	$2.95M	Buy	+35,902	New	+$2.9M	0.68%	54
2015 Q3	–	Sell	-101	Closed	-$8K	–	443
2015 Q2	$8K	Buy	101 +75	+288%	+$5.86K	﹤0.01%	368
2015 Q1	$2K	Buy	+26	New	+$2.01K	﹤0.01%	403

Other funds holding OXY

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bruderman Asset Management's OXY Position: Q2 2019 in Review

Bruderman Asset Management sold out of Occidental Petroleum (OXY) in Q2 2019, closing a stake of 153 shares — an estimated $10K sold.

Bruderman Asset Management first reported a position in OXY in Q1 2015 and held it in 5 quarters. The position peaked at $2.95M in Q3 2018. 1,054 funds tracked by Wall St. Rank hold OXY as of Q2 2019.

Bruderman Asset Management reported no remaining Occidental Petroleum position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 153 Occidental Petroleum shares in Q2 2019, an estimated $10K.
Bruderman Asset Management first reported a position in Occidental Petroleum in Q1 2015 and held it in 5 quarters.
Bruderman Asset Management's Occidental Petroleum position peaked at $2.95M in Q3 2018.
1,054 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.