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Knowledge Leaders Capital’s Occidental Petroleum OXY Stock Holding History

Knowledge Leaders Capital’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
-195,581
Closed -$13.9M – 56
2016
Q4 		$13.9M Buy
+195,581
New +$13.9M 4.33% 1

Other funds holding OXY

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

Knowledge Leaders Capital's OXY Position: Q1 2017 in Review

Knowledge Leaders Capital sold out of Occidental Petroleum (OXY) in Q1 2017, closing a stake of 195,581 shares — an estimated $13.9M sold.

Knowledge Leaders Capital first reported a position in OXY in Q4 2016 and held it in 1 quarter. The position peaked at $13.9M in Q4 2016. 1,031 funds tracked by Wall St. Rank hold OXY as of Q1 2017.

  • Knowledge Leaders Capital reported no remaining Occidental Petroleum position as of Q1 2017 after selling out during the quarter.
  • Knowledge Leaders Capital sold 195,581 Occidental Petroleum shares in Q1 2017, an estimated $13.9M.
  • Knowledge Leaders Capital first reported a position in Occidental Petroleum in Q4 2016 and held it in 1 quarter.
  • Knowledge Leaders Capital's Occidental Petroleum position peaked at $13.9M in Q4 2016.
  • 1,031 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2017.

Based on Knowledge Leaders Capital's 13F filing for Q1 2017, filed 25 May 2017.