Lourd Capital’s Occidental Petroleum OXY Stock Holding History

Lourd 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
2018 Q1	–	Sell	-9,520	Closed	-$701K	–	269
2017 Q4	$701K	Buy	+9,520	New	+$646K	0.05%	110

Other funds holding OXY

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

BlackRock New York $5.72T AUM 30.48% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lourd Capital's OXY Position: Q1 2018 in Review

Lourd Capital sold out of Occidental Petroleum (OXY) in Q1 2018, closing a stake of 9,520 shares — an estimated $701K sold.

Lourd Capital first reported a position in OXY in Q4 2017 and held it in 1 quarter. The position peaked at $701K in Q4 2017. 1,097 funds tracked by Wall St. Rank hold OXY as of Q1 2018.

Lourd Capital reported no remaining Occidental Petroleum position as of Q1 2018 after selling out during the quarter.
Lourd Capital sold 9,520 Occidental Petroleum shares in Q1 2018, an estimated $701K.
Lourd Capital first reported a position in Occidental Petroleum in Q4 2017 and held it in 1 quarter.
Lourd Capital's Occidental Petroleum position peaked at $701K in Q4 2017.
1,097 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2018.

Based on Lourd Capital's 13F filing for Q1 2018, filed 10 Apr 2018.