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Concert Wealth Management’s Occidental Petroleum OXY Stock Holding History

Concert Wealth 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
-8,383
Closed -$595K – 355
2017
Q1 		$595K Buy
8,383
+23
+0.3% +$1.53K 0.13% 214
2016
Q4 		$593K Sell
8,360
-8,803
-51% -$625K 0.13% 223
2016
Q3 		$1.25M Sell
17,163
-290
-2% -$21.7K 0.15% 166
2016
Q2 		$1.33M Buy
17,453
+4,571
+35% +$342K 0.18% 156
2016
Q1 		$879K Buy
12,882
+749
+6% +$50.2K 0.12% 222
2015
Q4 		$814K Buy
12,133
+3,417
+39% +$246K 0.11% 239
2015
Q3 		$575K Buy
8,716
+1,743
+25% +$122K 0.08% 323
2015
Q2 		$548K Sell
6,973
-424
-6% -$33.1K 0.07% 341
2015
Q1 		$362K Buy
7,397
+836
+13% +$64.6K 0.1% 258
2014
Q4 		$526K Sell
6,561
-3,902
-37% -$324K 0.08% 309
2014
Q3 		$964K Sell
10,463
-43
-0.4% -$4.13K 0.13% 135
2014
Q2 		$984K Buy
10,506
+257
+3% +$24.2K 0.12% 139
2014
Q1 		$941K Buy
10,249
+1,026
+11% +$91.7K 0.12% 143
2013
Q4 		$845K Buy
9,223
+451
+5% +$41.2K 0.11% 161
2013
Q3 		$784K Sell
8,772
-416
-5% -$35.8K 0.11% 170
2013
Q2 		$787K Buy
+9,188
New +$776K 0.12% 144

Other funds holding OXY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Concert Wealth Management's OXY Position: Q2 2017 in Review

Concert Wealth Management sold out of Occidental Petroleum (OXY) in Q2 2017, closing a stake of 8,383 shares — an estimated $595K sold.

Concert Wealth Management first reported a position in OXY in Q2 2013 and held it in 16 quarters. The position peaked at $1.33M in Q2 2016. 975 funds tracked by Wall St. Rank hold OXY as of Q2 2017.

  • Concert Wealth Management reported no remaining Occidental Petroleum position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 8,383 Occidental Petroleum shares in Q2 2017, an estimated $595K.
  • Concert Wealth Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Occidental Petroleum position peaked at $1.33M in Q2 2016.
  • 975 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.