Greenwood Capital Associates’s Occidental Petroleum OXY Stock Holding History

Greenwood Capital Associates’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 Q2	–	Sell	-38,263	Closed	-$2.42M	–	213
2017 Q1	$2.42M	Buy	38,263 +2,738	+8%	+$182K	0.63%	73
2016 Q4	$2.53M	Sell	35,525 -942	-3%	-$66.9K	0.71%	63
2016 Q3	$2.66M	Buy	36,467 +641	+2%	+$48K	0.81%	57
2016 Q2	$2.71M	Sell	35,826 -455	-1%	-$34K	0.83%	54
2016 Q1	$2.48M	Sell	36,281 -737	-2%	-$49.4K	0.78%	54
2015 Q4	$2.5M	Sell	37,018 -31,530	-46%	-$2.27M	0.81%	52
2015 Q3	$4.53M	Buy	68,548 +51,318	+298%	+$3.58M	1.61%	18
2015 Q2	$1.34M	Buy	+17,230	New	+$1.35M	0.4%	77

Other funds holding OXY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Greenwood Capital Associates's OXY Position: Q2 2017 in Review

Greenwood Capital Associates sold out of Occidental Petroleum (OXY) in Q2 2017, closing a stake of 38,263 shares — an estimated $2.42M sold.

Greenwood Capital Associates first reported a position in OXY in Q2 2015 and held it in 8 quarters. The position peaked at $4.53M in Q3 2015. 976 funds tracked by Wall St. Rank hold OXY as of Q2 2017.

Greenwood Capital Associates reported no remaining Occidental Petroleum position as of Q2 2017 after selling out during the quarter.
Greenwood Capital Associates sold 38,263 Occidental Petroleum shares in Q2 2017, an estimated $2.42M.
Greenwood Capital Associates first reported a position in Occidental Petroleum in Q2 2015 and held it in 8 quarters.
Greenwood Capital Associates's Occidental Petroleum position peaked at $4.53M in Q3 2015.
976 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2017.

Based on Greenwood Capital Associates's 13F filing for Q2 2017, filed 8 Aug 2017.