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D. Scott Neal’s Occidental Petroleum OXY Stock Holding History

D. Scott Neal’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
Q3 		– Sell
-146
Closed -$11K – 187
2016
Q2 		$11K Buy
146
+119
+441% +$8.89K 0.01% 106
2016
Q1 		$2K Hold
27
– – ﹤0.01% 150
2015
Q4 		$2K Buy
+27
New +$1.94K ﹤0.01% 144

Other funds holding OXY

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

D. Scott Neal's OXY Position: Q3 2016 in Review

D. Scott Neal sold out of Occidental Petroleum (OXY) in Q3 2016, closing a stake of 146 shares — an estimated $11K sold.

D. Scott Neal first reported a position in OXY in Q4 2015 and held it in 3 quarters. The position peaked at $11K in Q2 2016. 1,039 funds tracked by Wall St. Rank hold OXY as of Q3 2016.

  • D. Scott Neal reported no remaining Occidental Petroleum position as of Q3 2016 after selling out during the quarter.
  • D. Scott Neal sold 146 Occidental Petroleum shares in Q3 2016, an estimated $11K.
  • D. Scott Neal first reported a position in Occidental Petroleum in Q4 2015 and held it in 3 quarters.
  • D. Scott Neal's Occidental Petroleum position peaked at $11K in Q2 2016.
  • 1,039 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2016.

Based on D. Scott Neal's 13F filing for Q3 2016, filed 18 Oct 2016.