Lawson Kroeker Investment Management’s Occidental Petroleum OXY Stock Holding History

Lawson Kroeker Investment 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
2015 Q3	–	Sell	-12,762	Closed	-$991K	–	82
2015 Q2	$991K	Hold	12,762	–	–	0.29%	53
2015 Q1	$930K	Hold	12,762	–	–	0.27%	54
2014 Q4	$1.03M	Sell	12,762 -536	-4%	-$44.5K	0.32%	48
2014 Q3	$1.23M	Sell	13,298 -1,200	-8%	-$115K	0.37%	45
2014 Q2	$1.43M	Buy	14,498 +339	+2%	+$31.9K	0.42%	45
2014 Q1	$1.29M	Buy	14,159 +1,070	+8%	+$95.6K	0.4%	48
2013 Q4	$1.19M	Sell	13,089 -391	-3%	-$35.7K	0.38%	46
2013 Q3	$1.21M	Hold	13,480	–	–	0.4%	45
2013 Q2	$1.15M	Buy	+13,480	New	+$1.14M	0.4%	46

Other funds holding OXY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lawson Kroeker Investment Management's OXY Position: Q3 2015 in Review

Lawson Kroeker Investment Management sold out of Occidental Petroleum (OXY) in Q3 2015, closing a stake of 12,762 shares — an estimated $991K sold.

Lawson Kroeker Investment Management first reported a position in OXY in Q2 2013 and held it in 9 quarters. The position peaked at $1.43M in Q2 2014. 1,005 funds tracked by Wall St. Rank hold OXY as of Q3 2015.

Lawson Kroeker Investment Management reported no remaining Occidental Petroleum position as of Q3 2015 after selling out during the quarter.
Lawson Kroeker Investment Management sold 12,762 Occidental Petroleum shares in Q3 2015, an estimated $991K.
Lawson Kroeker Investment Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 9 quarters.
Lawson Kroeker Investment Management's Occidental Petroleum position peaked at $1.43M in Q2 2014.
1,005 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2015.

Based on Lawson Kroeker Investment Management's 13F filing for Q3 2015, filed 8 Oct 2015.