Buckingham Capital Management (Ohio)’s Occidental Petroleum OXY Stock Holding History

Buckingham Capital Management (Ohio)’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 Q1	–	Sell	-3,520	Closed	-$238K	–	156
2015 Q4	$238K	Sell	3,520 -3,179	-47%	-$229K	0.07%	159
2015 Q3	$442K	Sell	6,699 -2,184	-25%	-$152K	0.13%	141
2015 Q2	$692K	Sell	8,883 -1,197	-12%	-$93.5K	0.19%	121
2015 Q1	$735K	Sell	10,080 -401	-4%	-$31K	0.21%	114
2014 Q4	$843K	Sell	10,481 -1,338	-11%	-$111K	0.25%	105
2014 Q3	$1.09M	Sell	11,819 -161	-1%	-$15.4K	0.34%	98
2014 Q2	$1.18M	Sell	11,980 -345	-3%	-$32.4K	0.37%	87
2014 Q1	$1.13M	Sell	12,325 -762	-6%	-$68.1K	0.38%	86
2013 Q4	$1.19M	Sell	13,087 -130	-1%	-$11.9K	0.42%	74
2013 Q3	$1.2M	Sell	13,217 -470	-3%	-$40.4K	0.49%	66
2013 Q2	$1.17M	Buy	+13,687	New	+$1.16M	0.48%	66

Other funds holding OXY

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Buckingham Capital Management (Ohio)'s OXY Position: Q1 2016 in Review

Buckingham Capital Management (Ohio) sold out of Occidental Petroleum (OXY) in Q1 2016, closing a stake of 3,520 shares — an estimated $238K sold.

Buckingham Capital Management (Ohio) first reported a position in OXY in Q2 2013 and held it in 11 quarters. The position peaked at $1.2M in Q3 2013. 1,043 funds tracked by Wall St. Rank hold OXY as of Q1 2016.

Buckingham Capital Management (Ohio) reported no remaining Occidental Petroleum position as of Q1 2016 after selling out during the quarter.
Buckingham Capital Management (Ohio) sold 3,520 Occidental Petroleum shares in Q1 2016, an estimated $238K.
Buckingham Capital Management (Ohio) first reported a position in Occidental Petroleum in Q2 2013 and held it in 11 quarters.
Buckingham Capital Management (Ohio)'s Occidental Petroleum position peaked at $1.2M in Q3 2013.
1,043 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2016.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q1 2016, filed 10 May 2016.