Family Capital Trust’s Occidental Petroleum OXY Stock Holding History

Family Capital Trust’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 Q4	–	Sell	-100	Closed	-$6K	–	61
2017 Q3	$6K	Hold	100	–	–	﹤0.01%	55
2017 Q2	$6K	Hold	100	–	–	﹤0.01%	53
2017 Q1	$6K	Hold	100	–	–	﹤0.01%	55
2016 Q4	$7K	Hold	100	–	–	﹤0.01%	66
2016 Q3	$7K	Hold	100	–	–	﹤0.01%	66
2016 Q2	$8K	Hold	100	–	–	﹤0.01%	64
2016 Q1	$7K	Hold	100	–	–	﹤0.01%	66
2015 Q4	$7K	Sell	100 -2,960	-97%	-$213K	﹤0.01%	74
2015 Q3	$202K	Hold	3,060	–	–	0.12%	40
2015 Q2	$238K	Sell	3,060 -75	-2%	-$5.86K	0.13%	41
2015 Q1	$228K	Hold	3,135	–	–	0.13%	42
2014 Q4	$252K	Sell	3,135 -132	-4%	-$11K	0.13%	46
2014 Q3	$301K	Hold	3,267	–	–	0.17%	46
2014 Q2	$321K	Sell	3,267 -605	-16%	-$56.9K	0.17%	48
2014 Q1	$354K	Hold	3,872	–	–	0.19%	46
2013 Q4	$353K	Sell	3,872 -17,745	-82%	-$1.62M	0.19%	47
2013 Q3	$1.94M	Hold	21,617	–	–	1.17%	33
2013 Q2	$1.85M	Buy	+21,617	New	+$1.83M	1.18%	33

Other funds holding OXY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Family Capital Trust's OXY Position: Q4 2017 in Review

Family Capital Trust sold out of Occidental Petroleum (OXY) in Q4 2017, closing a stake of 100 shares — an estimated $6K sold.

Family Capital Trust first reported a position in OXY in Q2 2013 and held it in 18 quarters. The position peaked at $1.94M in Q3 2013. 1,079 funds tracked by Wall St. Rank hold OXY as of Q4 2017.

Family Capital Trust reported no remaining Occidental Petroleum position as of Q4 2017 after selling out during the quarter.
Family Capital Trust sold 100 Occidental Petroleum shares in Q4 2017, an estimated $6K.
Family Capital Trust first reported a position in Occidental Petroleum in Q2 2013 and held it in 18 quarters.
Family Capital Trust's Occidental Petroleum position peaked at $1.94M in Q3 2013.
1,079 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2017.

Based on Family Capital Trust's 13F filing for Q4 2017, filed 17 Jan 2018.