GIM
OXY icon

Goelzer Investment Management’s Occidental Petroleum OXY Stock Holding History

Goelzer Investment 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
2019
Q3 		– Sell
-5,839
Closed -$294K – 265
2019
Q2 		$294K Sell
5,839
-280
-5% -$15.8K 0.03% 226
2019
Q1 		$405K Buy
6,119
+2,429
+66% +$160K 0.04% 222
2018
Q4 		$226K Sell
3,690
-68
-2% -$4.78K 0.03% 193
2018
Q3 		$309K Buy
3,758
+68
+2% +$5.5K 0.03% 184
2018
Q2 		$309K Hold
3,690
– – 0.04% 183
2018
Q1 		$240K Sell
3,690
-150
-4% -$10.5K 0.03% 198
2017
Q4 		$283K Sell
3,840
-150
-4% -$10.2K 0.03% 187
2017
Q3 		$256K Sell
3,990
-18,427
-82% -$1.12M 0.03% 189
2017
Q2 		$1.34M Sell
22,417
-1,030
-4% -$63K 0.16% 140
2017
Q1 		$1.49M Sell
23,447
-1,222
-5% -$81.3K 0.19% 137
2016
Q4 		$1.76M Sell
24,669
-7,353
-23% -$522K 0.23% 138
2016
Q3 		$2.33M Sell
32,022
-518
-2% -$38.8K 0.31% 125
2016
Q2 		$2.46M Sell
32,540
-786
-2% -$58.7K 0.34% 119
2016
Q1 		$2.28M Buy
33,326
+1,782
+6% +$119K 0.33% 125
2015
Q4 		$2.13M Sell
31,544
-8,028
-20% -$577K 0.31% 125
2015
Q3 		$2.61M Sell
39,572
-812
-2% -$56.7K 0.41% 104
2015
Q2 		$3.13M Sell
40,384
-856
-2% -$66.9K 0.47% 96
2015
Q1 		$3M Sell
41,240
-1,648
-4% -$127K 0.45% 98
2014
Q4 		$3.45M Sell
42,888
-1,572
-4% -$130K 0.52% 88
2014
Q3 		$4.1M Sell
44,460
-1,110
-2% -$106K 0.68% 60
2014
Q2 		$4.48M Buy
45,570
+1,691
+4% +$159K 0.74% 54
2014
Q1 		$4.01M Buy
43,879
+770
+2% +$68.8K 0.71% 56
2013
Q4 		$3.93M Buy
43,109
+574
+1% +$52.4K 0.71% 56
2013
Q3 		$3.81M Sell
42,535
-45,328
-52% -$3.9M 0.78% 50
2013
Q2 		$7.51M Buy
+87,863
New +$7.42M 0.8% 42

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goelzer Investment Management's OXY Position: Q3 2019 in Review

Goelzer Investment Management sold out of Occidental Petroleum (OXY) in Q3 2019, closing a stake of 5,839 shares — an estimated $294K sold.

Goelzer Investment Management first reported a position in OXY in Q2 2013 and held it in 25 quarters. The position peaked at $7.51M in Q2 2013. 1,076 funds tracked by Wall St. Rank hold OXY as of Q3 2019.

  • Goelzer Investment Management reported no remaining Occidental Petroleum position as of Q3 2019 after selling out during the quarter.
  • Goelzer Investment Management sold 5,839 Occidental Petroleum shares in Q3 2019, an estimated $294K.
  • Goelzer Investment Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 25 quarters.
  • Goelzer Investment Management's Occidental Petroleum position peaked at $7.51M in Q2 2013.
  • 1,076 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2019.

Based on Goelzer Investment Management's 13F filing for Q3 2019, filed 6 Nov 2019.