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Harry Burn’s Occidental Petroleum OXY Stock Holding History

Harry Burn’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
-2,961,443
Closed -$218M – 36
2017
Q4 		$218M Sell
2,961,443
-145,684
-5% -$9.89M 3.32% 5
2017
Q3 		$200M Sell
3,107,127
-283,127
-8% -$17.2M 3.26% 9
2017
Q2 		$203M Buy
3,390,254
+174,143
+5% +$10.7M 3.32% 6
2017
Q1 		$204M Buy
3,216,111
+591,638
+23% +$39.4M 3.38% 4
2016
Q4 		$187M Buy
+2,624,473
New +$186M 3.22% 6

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harry Burn's OXY Position: Q1 2018 in Review

Harry Burn sold out of Occidental Petroleum (OXY) in Q1 2018, closing a stake of 2,961,443 shares — an estimated $218M sold.

Harry Burn first reported a position in OXY in Q4 2016 and held it in 5 quarters. The position peaked at $218M in Q4 2017. 1,098 funds tracked by Wall St. Rank hold OXY as of Q1 2018.

  • Harry Burn reported no remaining Occidental Petroleum position as of Q1 2018 after selling out during the quarter.
  • Harry Burn sold 2,961,443 Occidental Petroleum shares in Q1 2018, an estimated $218M.
  • Harry Burn first reported a position in Occidental Petroleum in Q4 2016 and held it in 5 quarters.
  • Harry Burn's Occidental Petroleum position peaked at $218M in Q4 2017.
  • 1,098 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2018.

Based on Sound Shore Management's 13F filing for Q1 2018, filed 7 May 2018.