Goodman Financial’s Occidental Petroleum OXY Stock Holding History

Goodman Financial’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
2018 Q1	–	Sell	-1,570	Closed	-$116K	–	109
2017 Q4	$116K	Buy	+1,570	New	+$107K	0.05%	64

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goodman Financial's OXY Position: Q1 2018 in Review

Goodman Financial sold out of Occidental Petroleum (OXY) in Q1 2018, closing a stake of 1,570 shares — an estimated $116K sold.

Goodman Financial first reported a position in OXY in Q4 2017 and held it in 1 quarter. The position peaked at $116K in Q4 2017. 1,097 funds tracked by Wall St. Rank hold OXY as of Q1 2018.

Goodman Financial reported no remaining Occidental Petroleum position as of Q1 2018 after selling out during the quarter.
Goodman Financial sold 1,570 Occidental Petroleum shares in Q1 2018, an estimated $116K.
Goodman Financial first reported a position in Occidental Petroleum in Q4 2017 and held it in 1 quarter.
Goodman Financial's Occidental Petroleum position peaked at $116K in Q4 2017.
1,097 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2018.

Based on Goodman Financial's 13F filing for Q1 2018, filed 7 May 2018.