J.P. Marvel Investment Advisors’s Occidental Petroleum OXY Stock Holding History

J.P. Marvel Investment Advisors’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 Q1	–	Sell	-20,886	Closed	-$1.49M	–	86
2016 Q4	$1.49M	Sell	20,886 -1,890	-8%	-$134K	0.51%	50
2016 Q3	$1.66M	Buy	22,776 +2,000	+10%	+$150K	0.59%	49
2016 Q2	$1.57M	Sell	20,776 -830	-4%	-$62K	0.55%	47
2016 Q1	$1.48M	Sell	21,606 -37	-0.2%	-$2.48K	0.53%	49
2015 Q4	$1.46M	Buy	+21,643	New	+$1.56M	0.51%	51
2015 Q2	$1.68M	Hold	21,643	–	–	0.57%	51
2015 Q1	$1.58M	Hold	21,643	–	–	0.54%	50
2014 Q4	$1.74M	Sell	21,643 -909	-4%	-$75.4K	0.61%	51
2014 Q3	$2.08M	Sell	22,552 -31	-0.1%	-$2.97K	0.75%	50
2014 Q2	$2.22M	Sell	22,583 -1,294	-5%	-$122K	0.76%	50
2014 Q1	$2.18M	Buy	23,877 +14,237	+148%	+$1.27M	0.77%	48
2013 Q4	$878K	Hold	9,640	–	–	0.31%	59
2013 Q3	$864K	Buy	+9,640	New	+$829K	0.33%	58

Other funds holding OXY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

J.P. Marvel Investment Advisors's OXY Position: Q1 2017 in Review

J.P. Marvel Investment Advisors sold out of Occidental Petroleum (OXY) in Q1 2017, closing a stake of 20,886 shares — an estimated $1.49M sold.

J.P. Marvel Investment Advisors first reported a position in OXY in Q3 2013 and held it in 13 quarters. The position peaked at $2.22M in Q2 2014. 1,031 funds tracked by Wall St. Rank hold OXY as of Q1 2017.

J.P. Marvel Investment Advisors reported no remaining Occidental Petroleum position as of Q1 2017 after selling out during the quarter.
J.P. Marvel Investment Advisors sold 20,886 Occidental Petroleum shares in Q1 2017, an estimated $1.49M.
J.P. Marvel Investment Advisors first reported a position in Occidental Petroleum in Q3 2013 and held it in 13 quarters.
J.P. Marvel Investment Advisors's Occidental Petroleum position peaked at $2.22M in Q2 2014.
1,031 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2017.

Based on J.P. Marvel Investment Advisors's 13F filing for Q1 2017, filed 23 May 2017.