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HL Financial Services’s Occidental Petroleum OXY Stock Holding History

HL Financial Services’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
Q1 		$453K Sell
6,839
-694
-9% -$45.7K 0.01% 528
2018
Q4 		$462K Sell
7,533
-951
-11% -$66.8K 0.01% 513
2018
Q3 		$697K Sell
8,484
-2,578
-23% -$208K 0.01% 459
2018
Q2 		$926K Buy
11,062
+5
+0% +$399 0.02% 383
2018
Q1 		$718K Buy
11,057
+119
+1% +$8.32K 0.01% 423
2017
Q4 		$806K Hold
10,938
– – 0.02% 347
2017
Q3 		$702K Sell
10,938
-212
-2% -$12.9K 0.01% 419
2017
Q2 		$668K Sell
11,150
-596
-5% -$36.5K 0.01% 412
2017
Q1 		$744K Sell
11,746
-1,659
-12% -$110K 0.02% 386
2016
Q4 		$955K Sell
13,405
-1,175
-8% -$83.5K 0.02% 326
2016
Q3 		$1.06M Buy
14,580
+998
+7% +$74.7K 0.02% 306
2016
Q2 		$1.03M Sell
13,582
-731
-5% -$54.6K 0.02% 315
2016
Q1 		$979K Sell
14,313
-13
-0.1% -$871 0.02% 311
2015
Q4 		$967K Buy
14,326
+526
+4% +$37.8K 0.02% 313
2015
Q3 		$911K Buy
13,800
+601
+5% +$42K 0.03% 299
2015
Q2 		$1.02M Buy
13,199
+240
+2% +$18.7K 0.03% 299
2015
Q1 		$944K Sell
12,959
-824
-6% -$63.7K 0.03% 312
2014
Q4 		$1.11M Sell
13,783
-373
-3% -$31K 0.03% 251
2014
Q3 		$1.3M Buy
14,156
+3,417
+32% +$328K 0.04% 220
2014
Q2 		$1.06M Buy
10,739
+1,098
+11% +$103K 0.03% 259
2014
Q1 		$880K Sell
9,641
-60
-0.6% -$5.36K 0.03% 282
2013
Q4 		$884K Buy
9,701
+1,326
+16% +$121K 0.03% 275
2013
Q3 		$751K Sell
8,375
-429
-5% -$36.9K 0.03% 271
2013
Q2 		$753K Buy
+8,804
New +$744K 0.03% 253

Other funds holding OXY

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

HL Financial Services's OXY Position: Q1 2019 in Review

HL Financial Services reduced its Occidental Petroleum (OXY) stake by 9.2% in Q1 2019, selling an estimated $45.7K and leaving 6,839 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #528.

HL Financial Services first reported a position in OXY in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.3M in Q3 2014. 1,131 funds tracked by Wall St. Rank hold OXY as of Q1 2019.

  • HL Financial Services held 6,839 shares of Occidental Petroleum worth $453K as of Q1 2019.
  • HL Financial Services sold 694 Occidental Petroleum shares in Q1 2019, an estimated $45.7K.
  • Occidental Petroleum made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #528 holding.
  • HL Financial Services first reported a position in Occidental Petroleum in Q2 2013 and has held it in 24 quarters since.
  • HL Financial Services's Occidental Petroleum position peaked at $1.3M in Q3 2014.
  • 1,131 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.