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Investment Centers of America’s Occidental Petroleum OXY Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-5,824
Closed -$369K – 346
2017
Q3 		$369K Sell
5,824
-222
-4% -$13.5K 0.03% 396
2017
Q2 		$360K Sell
6,046
-1,267
-17% -$77.6K 0.03% 404
2017
Q1 		$461K Buy
7,313
+629
+9% +$41.8K 0.04% 383
2016
Q4 		$472K Buy
6,684
+2,134
+47% +$152K 0.04% 351
2016
Q3 		$327K Sell
4,550
-247
-5% -$18.5K 0.03% 371
2016
Q2 		$368K Buy
4,797
+777
+19% +$58.1K 0.04% 316
2016
Q1 		$277K Buy
4,020
+677
+20% +$45.4K 0.03% 376
2015
Q4 		$229K Buy
+3,343
New +$240K 0.03% 386
2015
Q3 		– Sell
-6,209
Closed -$478K – 473
2015
Q2 		$478K Sell
6,209
-1,659
-21% -$130K 0.07% 251
2015
Q1 		$566K Buy
7,868
+373
+5% +$28.8K 0.08% 238
2014
Q4 		$599K Sell
7,495
-1,336
-15% -$111K 0.13% 180
2014
Q3 		$831K Buy
8,831
+942
+12% +$90.4K 0.15% 155
2014
Q2 		$765K Buy
7,889
+2,610
+49% +$245K 0.17% 136
2014
Q1 		$473K Buy
5,279
+1,774
+51% +$159K 0.1% 204
2013
Q4 		$311K Sell
3,505
-1,774
-34% -$162K 0.15% 169
2013
Q3 		$473K Buy
+5,279
New +$454K 0.1% 207

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 $1.56T 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Investment Centers of America's OXY Position: Q4 2017 in Review

Investment Centers of America sold out of Occidental Petroleum (OXY) in Q4 2017, closing a stake of 5,824 shares — an estimated $369K sold.

Investment Centers of America first reported a position in OXY in Q3 2013 and held it in 16 quarters. The position peaked at $831K in Q3 2014. 1,079 funds tracked by Wall St. Rank hold OXY as of Q4 2017.

  • Investment Centers of America reported no remaining Occidental Petroleum position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 5,824 Occidental Petroleum shares in Q4 2017, an estimated $369K.
  • Investment Centers of America first reported a position in Occidental Petroleum in Q3 2013 and held it in 16 quarters.
  • Investment Centers of America's Occidental Petroleum position peaked at $831K in Q3 2014.
  • 1,079 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.