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E. Ohman J:or Asset Management’s Occidental Petroleum OXY Stock Holding History

E. Ohman J:or 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
2018
Q2 		– Sell
-17,800
Closed -$1.16M – 489
2018
Q1 		$1.16M Hold
17,800
– – 0.09% 136
2017
Q4 		$1.31M Sell
17,800
-3,100
-15% -$210K 0.11% 124
2017
Q3 		$1.34M Buy
20,900
+300
+1% +$18.3K 0.12% 116
2017
Q2 		$1.23M Hold
20,600
– – 0.12% 123
2017
Q1 		$1.31M Buy
20,600
+3,500
+20% +$233K 0.16% 121
2016
Q4 		$1.22M Buy
17,100
+1,000
+6% +$71K 0.17% 110
2016
Q3 		$1.17M Hold
16,100
– – 0.17% 102
2016
Q2 		$1.22M Buy
16,100
+2,300
+17% +$172K 0.2% 94
2016
Q1 		$944K Sell
13,800
-23
-0.2% -$1.54K 0.17% 106
2015
Q4 		$933K Hold
13,823
– – 0.16% 110
2015
Q3 		$913K Sell
13,823
-2,505
-15% -$175K 0.24% 87
2015
Q2 		$1.27M Hold
16,328
– – 0.3% 76
2015
Q1 		$1.19M Hold
16,328
– – 0.28% 81
2014
Q4 		$1.33M Sell
16,328
-1,834
-10% -$152K 0.32% 73
2014
Q3 		$1.67M Hold
18,162
– – 0.41% 52
2014
Q2 		$1.79M Sell
18,162
-1,461
-7% -$137K 0.44% 48
2014
Q1 		$1.79M Sell
19,623
-1,670
-8% -$149K 0.44% 49
2013
Q4 		$1.93M Sell
21,293
-313
-1% -$28.6K 0.45% 48
2013
Q3 		$1.94M Buy
21,606
+1,357
+7% +$117K 0.49% 39
2013
Q2 		$1.73M Buy
+20,249
New +$1.71M 0.48% 39

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

E. Ohman J:or Asset Management's OXY Position: Q2 2018 in Review

E. Ohman J:or Asset Management sold out of Occidental Petroleum (OXY) in Q2 2018, closing a stake of 17,800 shares — an estimated $1.16M sold.

E. Ohman J:or Asset Management first reported a position in OXY in Q2 2013 and held it in 20 quarters. The position peaked at $1.94M in Q3 2013. 1,185 funds tracked by Wall St. Rank hold OXY as of Q2 2018.

  • E. Ohman J:or Asset Management reported no remaining Occidental Petroleum position as of Q2 2018 after selling out during the quarter.
  • E. Ohman J:or Asset Management sold 17,800 Occidental Petroleum shares in Q2 2018, an estimated $1.16M.
  • E. Ohman J:or Asset Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 20 quarters.
  • E. Ohman J:or Asset Management's Occidental Petroleum position peaked at $1.94M in Q3 2013.
  • 1,185 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2018.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2018, filed 5 Apr 2024.