Investors Capital Advisory Services’s Occidental Petroleum OXY Stock Holding History

Investors Capital Advisory 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
2016 Q2	$375K	Buy	4,972 +3	+0.1%	+$224	0.07%	359
2016 Q1	$340K	Sell	4,969 -211	-4%	-$14.1K	0.07%	379
2015 Q4	$349K	Buy	5,180 +8	+0.2%	+$575	0.07%	398
2015 Q3	$341K	Sell	5,172 -188	-4%	-$13.1K	0.07%	397
2015 Q2	$416K	Buy	5,360 +7	+0.1%	+$547	0.08%	373
2015 Q1	$390K	Buy	5,353 +213	+4%	+$16.5K	0.07%	378
2014 Q4	$413K	Buy	5,140 +1,151	+29%	+$95.5K	0.08%	344
2014 Q3	$367K	Buy	3,989 +57	+1%	+$5.47K	0.07%	382
2014 Q2	$386K	Sell	3,932 -78	-2%	-$7.33K	0.06%	413
2014 Q1	$366K	Buy	4,010 +292	+8%	+$26.1K	0.08%	357
2013 Q4	$338K	Buy	+3,718	New	+$339K	0.08%	350

Other funds holding OXY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Investors Capital Advisory Services's OXY Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Occidental Petroleum (OXY) stake by 0.06% in Q2 2016, buying an estimated $224 and bringing the position to 4,972 shares worth $375K. The position accounts for 0.07% of the portfolio, ranked #359.

Investors Capital Advisory Services first reported a position in OXY in Q4 2013 and has held it in 11 quarters since. The position peaked at $416K in Q2 2015. 1,049 funds tracked by Wall St. Rank hold OXY as of Q2 2016.

Investors Capital Advisory Services held 4,972 shares of Occidental Petroleum worth $375K as of Q2 2016.
Investors Capital Advisory Services bought 3 Occidental Petroleum shares in Q2 2016, an estimated $224.
Occidental Petroleum made up 0.07% of Investors Capital Advisory Services's portfolio in Q2 2016, its #359 holding.
Investors Capital Advisory Services first reported a position in Occidental Petroleum in Q4 2013 and has held it in 11 quarters since.
Investors Capital Advisory Services's Occidental Petroleum position peaked at $416K in Q2 2015.
1,049 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.