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Fusion Investment Group’s Occidental Petroleum OXY Stock Holding History

Fusion Investment Group’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
2015
Q4 		– Sell
-364
Closed -$24K – 127
2015
Q3 		$24K Hold
364
– – 0.06% 103
2015
Q2 		$28K Buy
+364
New +$28.4K 0.02% 139
2014
Q4 		– Sell
-418
Closed -$38K – 172
2014
Q3 		$38K Hold
418
– – 0.03% 115
2014
Q2 		$41K Sell
418
-362
-46% -$34K 0.04% 130
2014
Q1 		$71K Sell
780
-2,240
-74% -$200K 0.07% 113
2013
Q4 		$275K Buy
+3,020
New +$276K 0.2% 100

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fusion Investment Group's OXY Position: Q4 2015 in Review

Fusion Investment Group sold out of Occidental Petroleum (OXY) in Q4 2015, closing a stake of 364 shares — an estimated $24K sold.

Fusion Investment Group first reported a position in OXY in Q4 2013 and held it in 6 quarters. The position peaked at $275K in Q4 2013. 1,034 funds tracked by Wall St. Rank hold OXY as of Q4 2015.

  • Fusion Investment Group reported no remaining Occidental Petroleum position as of Q4 2015 after selling out during the quarter.
  • Fusion Investment Group sold 364 Occidental Petroleum shares in Q4 2015, an estimated $24K.
  • Fusion Investment Group first reported a position in Occidental Petroleum in Q4 2013 and held it in 6 quarters.
  • Fusion Investment Group's Occidental Petroleum position peaked at $275K in Q4 2013.
  • 1,034 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.