Lehman Financial Resources’s Occidental Petroleum OXY Stock Holding History

Lehman Financial Resources’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 Q4	–	Sell	-1,302	Closed	-$86K	–	253
2015 Q3	$86K	Sell	1,302 -100	-7%	-$6.98K	0.04%	107
2015 Q2	$108K	Hold	1,402	–	–	0.05%	87
2015 Q1	$102K	Buy	1,402 +100	+8%	+$7.73K	0.05%	100
2014 Q4	$105K	Buy	1,302 +363	+39%	+$30.1K	0.05%	92
2014 Q3	$87K	Hold	939	–	–	0.05%	104
2014 Q2	$92K	Buy	939 +179	+24%	+$16.8K	0.04%	99
2014 Q1	$69K	Buy	760 +105	+16%	+$9.38K	0.04%	107
2013 Q4	$60K	Buy	655 +133	+25%	+$12.1K	0.04%	106
2013 Q3	$47K	Hold	522	–	–	0.03%	126
2013 Q2	$45K	Buy	+522	New	+$44.1K	0.03%	112

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 $2.9T AUM 29.55% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lehman Financial Resources's OXY Position: Q4 2015 in Review

Lehman Financial Resources sold out of Occidental Petroleum (OXY) in Q4 2015, closing a stake of 1,302 shares — an estimated $86K sold.

Lehman Financial Resources first reported a position in OXY in Q2 2013 and held it in 10 quarters. The position peaked at $108K in Q2 2015. 1,033 funds tracked by Wall St. Rank hold OXY as of Q4 2015.

Lehman Financial Resources reported no remaining Occidental Petroleum position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 1,302 Occidental Petroleum shares in Q4 2015, an estimated $86K.
Lehman Financial Resources first reported a position in Occidental Petroleum in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Occidental Petroleum position peaked at $108K in Q2 2015.
1,033 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.