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Insight 2811 Inc’s Occidental Petroleum OXY Stock Holding History

Insight 2811 Inc’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
-3,900
Closed -$247K – 82
2017
Q1 		$247K Hold
3,900
– – 0.19% 67
2016
Q4 		$278K Hold
3,900
– – 0.23% 56
2016
Q3 		$284K Sell
3,900
-344
-8% -$25.8K 0.18% 69
2016
Q2 		$321K Sell
4,244
-581
-12% -$43.4K 0.12% 96
2016
Q1 		$330K Sell
4,825
-33
-0.7% -$2.21K 0.13% 93
2015
Q4 		$328K Sell
4,858
-1,102
-18% -$79.3K 0.16% 88
2015
Q3 		$394K Sell
5,960
-4,207
-41% -$294K 0.23% 77
2015
Q2 		$789K Sell
10,167
-501
-5% -$39.1K 0.38% 51
2015
Q1 		$777K Sell
10,668
-416
-4% -$32.2K 0.37% 55
2014
Q4 		$892K Buy
11,084
+6,841
+161% +$568K 0.44% 44
2014
Q3 		$391K Buy
4,243
+955
+29% +$91.6K 0.17% 87
2014
Q2 		$323K Buy
3,288
+522
+19% +$49.1K 0.14% 98
2014
Q1 		$253K Buy
+2,766
New +$247K 0.11% 103
2013
Q3 		– Sell
-887
Closed -$76K – 140
2013
Q2 		$76K Buy
+887
New +$74.9K 0.04% 135

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

Insight 2811 Inc's OXY Position: Q2 2017 in Review

Insight 2811 Inc sold out of Occidental Petroleum (OXY) in Q2 2017, closing a stake of 3,900 shares — an estimated $247K sold.

Insight 2811 Inc first reported a position in OXY in Q2 2013 and held it in 14 quarters. The position peaked at $892K in Q4 2014. 975 funds tracked by Wall St. Rank hold OXY as of Q2 2017.

  • Insight 2811 Inc reported no remaining Occidental Petroleum position as of Q2 2017 after selling out during the quarter.
  • Insight 2811 Inc sold 3,900 Occidental Petroleum shares in Q2 2017, an estimated $247K.
  • Insight 2811 Inc first reported a position in Occidental Petroleum in Q2 2013 and held it in 14 quarters.
  • Insight 2811 Inc's Occidental Petroleum position peaked at $892K in Q4 2014.
  • 975 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2017.

Based on Insight 2811 Inc's 13F filing for Q2 2017, filed 1 Aug 2017.