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Edgemoor Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Edgemoor Investment 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
2013
Q3 		– Sell
-2,453
Closed -$210K – 130
2013
Q2 		$210K Buy
+2,453
New +$207K 0.04% 132

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
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Edgemoor Investment Advisors's OXY Position: Q3 2013 in Review

Edgemoor Investment Advisors sold out of Occidental Petroleum (OXY) in Q3 2013, closing a stake of 2,453 shares — an estimated $210K sold.

Edgemoor Investment Advisors first reported a position in OXY in Q2 2013 and held it in 1 quarter. The position peaked at $210K in Q2 2013. 1,006 funds tracked by Wall St. Rank hold OXY as of Q3 2013.

  • Edgemoor Investment Advisors reported no remaining Occidental Petroleum position as of Q3 2013 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 2,453 Occidental Petroleum shares in Q3 2013, an estimated $210K.
  • Edgemoor Investment Advisors first reported a position in Occidental Petroleum in Q2 2013 and held it in 1 quarter.
  • Edgemoor Investment Advisors's Occidental Petroleum position peaked at $210K in Q2 2013.
  • 1,006 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2013.

Based on Edgemoor Investment Advisors's 13F filing for Q3 2013, filed 6 Nov 2013.