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LNZ Capital’s Occidental Petroleum OXY Stock Holding History

LNZ 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
-1,702,000
Closed -$121M – 39
2016
Q4 		$121M Buy
1,702,000
+577,000
+51% +$41M 16.18% 1
2016
Q3 		$82M Buy
+1,125,000
New +$84.2M 8.38% 5

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

LNZ Capital's OXY Position: Q1 2017 in Review

LNZ Capital sold out of Occidental Petroleum (OXY) in Q1 2017, closing a stake of 1,702,000 shares — an estimated $121M sold.

LNZ Capital first reported a position in OXY in Q3 2016 and held it in 2 quarters. The position peaked at $121M in Q4 2016. 1,032 funds tracked by Wall St. Rank hold OXY as of Q1 2017.

  • LNZ Capital reported no remaining Occidental Petroleum position as of Q1 2017 after selling out during the quarter.
  • LNZ Capital sold 1,702,000 Occidental Petroleum shares in Q1 2017, an estimated $121M.
  • LNZ Capital first reported a position in Occidental Petroleum in Q3 2016 and held it in 2 quarters.
  • LNZ Capital's Occidental Petroleum position peaked at $121M in Q4 2016.
  • 1,032 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2017.

Based on LNZ Capital's 13F filing for Q1 2017, filed 15 May 2017.