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Independent Portfolio Consultants’s Occidental Petroleum OXY Stock Holding History

Independent Portfolio Consultants’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 		$7K Sell
120
-10,742
-99% -$658K ﹤0.01% 752
2017
Q1 		$688K Sell
10,862
-270
-2% -$18K 0.24% 141
2016
Q4 		$793K Sell
11,132
-1,621
-13% -$115K 0.26% 133
2016
Q3 		$930K Sell
12,753
-850
-6% -$63.6K 0.29% 105
2016
Q2 		$1.03M Buy
13,603
+615
+5% +$46K 0.32% 82
2016
Q1 		$889K Buy
12,988
+1,036
+9% +$69.4K 0.25% 125
2015
Q4 		$807K Sell
11,952
-8,490
-42% -$611K 0.24% 125
2015
Q3 		$1.35M Buy
20,442
+2,499
+14% +$174K 0.29% 107
2015
Q2 		$1.39M Buy
17,943
+1,824
+11% +$142K 0.28% 123
2015
Q1 		$1.18M Sell
16,119
-9
-0.1% -$696 0.24% 142
2014
Q4 		$1.3M Buy
16,128
+7,994
+98% +$663K 0.26% 131
2014
Q3 		$749K Buy
8,134
+3,112
+62% +$299K 0.2% 136
2014
Q2 		$494K Buy
5,022
+727
+17% +$68.3K 0.14% 238
2014
Q1 		$392K Sell
4,295
-1,571
-27% -$140K 0.12% 309
2013
Q4 		$534K Buy
5,866
+1,853
+46% +$169K 0.19% 199
2013
Q3 		$360K Hold
4,013
– – 0.14% 308
2013
Q2 		$343K Buy
+4,013
New +$339K 0.15% 295

Other funds holding OXY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Independent Portfolio Consultants's OXY Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Occidental Petroleum (OXY) stake by 99% in Q2 2017, selling an estimated $658K and leaving 120 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Independent Portfolio Consultants first reported a position in OXY in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.39M in Q2 2015. 976 funds tracked by Wall St. Rank hold OXY as of Q2 2017.

  • Independent Portfolio Consultants held 120 shares of Occidental Petroleum worth $7K as of Q2 2017.
  • Independent Portfolio Consultants sold 10,742 Occidental Petroleum shares in Q2 2017, an estimated $658K.
  • Occidental Petroleum made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #752 holding.
  • Independent Portfolio Consultants first reported a position in Occidental Petroleum in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Occidental Petroleum position peaked at $1.39M in Q2 2015.
  • 976 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.