LBA Wealth Management’s Occidental Petroleum OXY Stock Holding History

LBA Wealth 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 Q1	$23K	Buy	359 +31	+9%	+$2.06K	0.01%	261
2016 Q4	$23K	Sell	328 -72	-18%	-$5.11K	0.01%	251
2016 Q3	$29K	Sell	400 -640	-62%	-$47.9K	0.02%	241
2016 Q2	$79K	Buy	1,040 +140	+16%	+$10.5K	0.04%	168
2016 Q1	$62K	Sell	900 -3,272	-78%	-$219K	0.04%	182
2015 Q4	$282K	Buy	4,172 +601	+17%	+$43.2K	0.16%	99
2015 Q3	$236K	Sell	3,571 -376	-10%	-$26.3K	0.15%	98
2015 Q2	$306K	Sell	3,947 -325	-8%	-$25.4K	0.19%	86
2015 Q1	$311K	Buy	4,272 +1,067	+33%	+$82.5K	0.2%	86
2014 Q4	$258K	Buy	3,205 +1,097	+52%	+$91K	0.17%	88
2014 Q3	$194K	Buy	2,108 +438	+26%	+$42K	0.13%	83
2014 Q2	$164K	Buy	1,670 +104	+7%	+$9.77K	0.13%	94
2014 Q1	$143K	Buy	+1,566	New	+$140K	0.12%	102

Other funds holding OXY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LBA Wealth Management's OXY Position: Q1 2017 in Review

LBA Wealth Management increased its Occidental Petroleum (OXY) stake by 9.5% in Q1 2017, buying an estimated $2.06K and bringing the position to 359 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #261.

LBA Wealth Management first reported a position in OXY in Q1 2014 and has held it in 13 quarters since. The position peaked at $311K in Q1 2015. 1,031 funds tracked by Wall St. Rank hold OXY as of Q1 2017.

LBA Wealth Management held 359 shares of Occidental Petroleum worth $23K as of Q1 2017.
LBA Wealth Management bought 31 Occidental Petroleum shares in Q1 2017, an estimated $2.06K.
Occidental Petroleum made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #261 holding.
LBA Wealth Management first reported a position in Occidental Petroleum in Q1 2014 and has held it in 13 quarters since.
LBA Wealth Management's Occidental Petroleum position peaked at $311K in Q1 2015.
1,031 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.