J.P. Marvel Investment Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-20,886
| Closed | -$1.49M | – | 86 |
|
|
2016
Q4 | $1.49M | Sell |
20,886
-1,890
| -8% | -$135K | 0.51% | 50 |
|
|
2016
Q3 | $1.66M | Buy |
22,776
+2,000
| +10% | +$146K | 0.59% | 49 |
|
|
2016
Q2 | $1.57M | Sell |
20,776
-830
| -4% | -$62.7K | 0.55% | 47 |
|
|
2016
Q1 | $1.48M | Sell |
21,606
-37
| -0.2% | -$2.53K | 0.53% | 49 |
|
|
2015
Q4 | $1.46M | Buy |
+21,643
| New | +$1.46M | 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% | -$73.2K | 0.61% | 51 |
|
|
2014
Q3 | $2.08M | Sell |
22,552
-31
| -0.1% | -$2.86K | 0.75% | 50 |
|
|
2014
Q2 | $2.22M | Sell |
22,583
-1,294
| -5% | -$127K | 0.76% | 50 |
|
|
2014
Q1 | $2.18M | Buy |
23,877
+14,237
| +148% | +$1.3M | 0.77% | 48 |
|
|
2013
Q4 | $878K | Hold |
9,640
| – | – | 0.31% | 59 |
|
|
2013
Q3 | $864K | Buy |
+9,640
| New | +$864K | 0.33% | 58 |
|