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Eagle Global Advisors’s Occidental Petroleum OXY Stock Holding History

Eagle Global Advisors’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
-14,655
Closed -$929K – 453
2017
Q1 		$929K Buy
14,655
+435
+3% +$28.9K 0.03% 155
2016
Q4 		$1.01M Sell
14,220
-2,186
-13% -$155K 0.03% 148
2016
Q3 		$1.2M Sell
16,406
-2,135
-12% -$160K 0.03% 147
2016
Q2 		$1.4M Buy
18,541
+2,810
+18% +$210K 0.04% 144
2016
Q1 		$1.08M Sell
15,731
-127
-0.8% -$8.51K 0.04% 143
2015
Q4 		$1.07M Sell
15,858
-611
-4% -$44K 0.04% 148
2015
Q3 		$1.09M Sell
16,469
-165
-1% -$11.5K 0.04% 149
2015
Q2 		$1.29M Buy
16,634
+75
+0.5% +$5.86K 0.03% 156
2015
Q1 		$1.21M Sell
16,559
-756
-4% -$58.5K 0.03% 153
2014
Q4 		$1.39M Sell
17,315
-2,539
-13% -$211K 0.04% 159
2014
Q3 		$1.83M Buy
19,854
+68
+0.3% +$6.52K 0.04% 154
2014
Q2 		$1.95M Sell
19,786
-618
-3% -$58.1K 0.05% 145
2014
Q1 		$1.86M Buy
20,404
+37
+0.2% +$3.31K 0.06% 147
2013
Q4 		$1.86M Sell
20,367
-606
-3% -$55.3K 0.06% 149
2013
Q3 		$1.88M Sell
20,973
-334
-2% -$28.7K 0.07% 144
2013
Q2 		$1.82M Buy
+21,307
New +$1.8M 0.07% 142

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

Eagle Global Advisors's OXY Position: Q2 2017 in Review

Eagle Global Advisors sold out of Occidental Petroleum (OXY) in Q2 2017, closing a stake of 14,655 shares — an estimated $929K sold.

Eagle Global Advisors first reported a position in OXY in Q2 2013 and held it in 16 quarters. The position peaked at $1.95M in Q2 2014. 975 funds tracked by Wall St. Rank hold OXY as of Q2 2017.

  • Eagle Global Advisors reported no remaining Occidental Petroleum position as of Q2 2017 after selling out during the quarter.
  • Eagle Global Advisors sold 14,655 Occidental Petroleum shares in Q2 2017, an estimated $929K.
  • Eagle Global Advisors first reported a position in Occidental Petroleum in Q2 2013 and held it in 16 quarters.
  • Eagle Global Advisors's Occidental Petroleum position peaked at $1.95M in Q2 2014.
  • 975 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2017.

Based on Eagle Global Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.