JA
OXY icon

JLB & Associates’s Occidental Petroleum OXY Stock Holding History

JLB & Associates’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
2015
Q1 		– Sell
-10,257
Closed -$825K – 76
2014
Q4 		$825K Sell
10,257
-3,719
-27% -$309K 0.27% 63
2014
Q3 		$1.29M Sell
13,976
-453
-3% -$43.5K 0.46% 52
2014
Q2 		$1.42M Sell
14,429
-4,807
-25% -$452K 0.51% 52
2014
Q1 		$1.76M Sell
19,236
-22,733
-54% -$2.03M 0.65% 50
2013
Q4 		$3.82M Sell
41,969
-8,507
-17% -$777K 1.46% 31
2013
Q3 		$4.52M Sell
50,476
-3,189
-6% -$274K 1.91% 25
2013
Q2 		$4.59M Buy
+53,665
New +$4.53M 2.09% 20

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return