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Janney Capital Management’s Occidental Petroleum OXY Stock Holding History

Janney Capital Management’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
Q3 		– Sell
-125,758
Closed -$7.53M – 233
2017
Q2 		$7.53M Sell
125,758
-4,137
-3% -$253K 0.36% 86
2017
Q1 		$8.23M Sell
129,895
-1,240
-0.9% -$82.5K 0.38% 85
2016
Q4 		$9.34M Sell
131,135
-7,275
-5% -$517K 0.43% 84
2016
Q3 		$10.1M Sell
138,410
-11,307
-8% -$846K 0.46% 85
2016
Q2 		$11.3M Buy
149,717
+21,955
+17% +$1.64M 0.6% 71
2016
Q1 		$8.74M Buy
127,762
+7,319
+6% +$491K 0.47% 79
2015
Q4 		$8.13M Sell
120,443
-6,353
-5% -$457K 0.36% 87
2015
Q3 		$8.37M Buy
126,796
+3,769
+3% +$263K 0.38% 88
2015
Q2 		$9.55M Buy
123,027
+1,815
+1% +$142K 1.34% 33
2015
Q1 		$8.83M Buy
121,212
+6,703
+6% +$518K 0.3% 116
2014
Q4 		$9.21M Sell
114,509
-3,212
-3% -$267K 0.53% 76
2014
Q3 		$10.8M Buy
117,721
+2,357
+2% +$226K 0.66% 73
2014
Q2 		$11.3M Buy
115,364
+6,705
+6% +$630K 0.69% 70
2014
Q1 		$9.92M Buy
108,659
+12,622
+13% +$1.13M 0.66% 72
2013
Q4 		$8.75M Buy
96,037
+4,546
+5% +$415K 0.65% 70
2013
Q3 		$8.2M Buy
91,491
+2,937
+3% +$252K 0.67% 68
2013
Q2 		$7.57M Buy
+88,554
New +$7.48M 0.74% 68

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janney Capital Management's OXY Position: Q3 2017 in Review

Janney Capital Management sold out of Occidental Petroleum (OXY) in Q3 2017, closing a stake of 125,758 shares — an estimated $7.53M sold.

Janney Capital Management first reported a position in OXY in Q2 2013 and held it in 17 quarters. The position peaked at $11.3M in Q2 2014. 984 funds tracked by Wall St. Rank hold OXY as of Q3 2017.

  • Janney Capital Management reported no remaining Occidental Petroleum position as of Q3 2017 after selling out during the quarter.
  • Janney Capital Management sold 125,758 Occidental Petroleum shares in Q3 2017, an estimated $7.53M.
  • Janney Capital Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 17 quarters.
  • Janney Capital Management's Occidental Petroleum position peaked at $11.3M in Q2 2014.
  • 984 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2017.

Based on Janney Capital Management's 13F filing for Q3 2017, filed 15 Nov 2017.