Loudon Investment Management’s Occidental Petroleum OXY Stock Holding History

Loudon 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	-6,109	Closed	-$474K	–	75
2015 Q2	$474K	Hold	6,109	–	–	0.36%	53
2015 Q1	$445K	Buy	6,109 +99	+2%	+$7.66K	0.34%	57
2014 Q4	$484K	Sell	6,010 -4,609	-43%	-$382K	0.36%	55
2014 Q3	$978K	Hold	10,619	–	–	0.7%	42
2014 Q2	$1.04M	Hold	10,619	–	–	0.72%	43
2014 Q1	$969K	Hold	10,619	–	–	0.7%	44
2013 Q4	$968K	Buy	+10,619	New	+$970K	0.71%	40

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 $782M AUM 33.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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 16.07% 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 $95.5B AUM 28.4% 1-Year Est. Return

Loudon Investment Management's OXY Position: Q3 2015 in Review

Loudon Investment Management sold out of Occidental Petroleum (OXY) in Q3 2015, closing a stake of 6,109 shares — an estimated $474K sold.

Loudon Investment Management first reported a position in OXY in Q4 2013 and held it in 7 quarters. The position peaked at $1.04M in Q2 2014. 1,004 funds tracked by Wall St. Rank hold OXY as of Q3 2015.

Loudon Investment Management reported no remaining Occidental Petroleum position as of Q3 2015 after selling out during the quarter.
Loudon Investment Management sold 6,109 Occidental Petroleum shares in Q3 2015, an estimated $474K.
Loudon Investment Management first reported a position in Occidental Petroleum in Q4 2013 and held it in 7 quarters.
Loudon Investment Management's Occidental Petroleum position peaked at $1.04M in Q2 2014.
1,004 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2015.

Based on Loudon Investment Management's 13F filing for Q3 2015, filed 3 Nov 2015.