Mercer Capital Advisers’s Occidental Petroleum OXY Stock Holding History

Mercer Capital Advisers’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
2021 Q3	$76K	Sell	2,572 -1,189	-32%	-$31.7K	0.04%	131
2021 Q2	$118K	Hold	3,761	–	–	0.06%	123
2021 Q1	$100K	Hold	3,761	–	–	0.05%	126
2020 Q4	$65K	Sell	3,761 -558	-13%	-$7.65K	0.04%	132
2020 Q3	$43K	Hold	4,319	–	–	0.03%	143
2020 Q2	$79K	Sell	4,319 -671	-13%	-$10.6K	0.05%	122
2020 Q1	$58K	Buy	4,990 +250	+5%	+$8.21K	0.04%	121
2019 Q4	$195K	Sell	4,740 -146	-3%	-$5.85K	0.12%	95
2019 Q3	$217K	Buy	4,886 +995	+26%	+$47K	0.14%	86
2019 Q2	$197K	Hold	3,891	–	–	0.13%	91
2019 Q1	$258K	Hold	3,891	–	–	0.17%	79
2018 Q4	$239K	Hold	3,891	–	–	0.18%	79
2018 Q3	$320K	Hold	3,891	–	–	0.21%	68
2018 Q2	$326K	Sell	3,891 -500	-11%	-$39.9K	0.24%	66
2018 Q1	$285K	Hold	4,391	–	–	0.21%	73
2017 Q4	$323K	Hold	4,391	–	–	0.23%	70
2017 Q3	$282K	Hold	4,391	–	–	0.21%	74
2017 Q2	$262K	Buy	4,391 +183	+4%	+$11.2K	0.2%	79
2017 Q1	$267K	Hold	4,208	–	–	0.2%	79
2016 Q4	$300K	Hold	4,208	–	–	0.24%	73
2016 Q3	$307K	Hold	4,208	–	–	0.25%	70
2016 Q2	$318K	Hold	4,208	–	–	0.26%	68
2016 Q1	$288K	Buy	4,208 +18	+0.4%	+$1.21K	0.25%	69
2015 Q4	$283K	Hold	4,190	–	–	0.25%	70
2015 Q3	$277K	Hold	4,190	–	–	0.26%	70
2015 Q2	$325K	Hold	4,190	–	–	0.29%	67
2015 Q1	$305K	Hold	4,190	–	–	0.27%	71
2014 Q4	$337K	Buy	+4,190	New	+$348K	0.3%	62

Other funds holding OXY

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

JIM

JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mercer Capital Advisers's OXY Position: Q3 2021 in Review

Mercer Capital Advisers reduced its Occidental Petroleum (OXY) stake by 32% in Q3 2021, selling an estimated $31.7K and leaving 2,572 shares worth $76K. The position accounts for 0.04% of the portfolio, ranked #131.

Mercer Capital Advisers first reported a position in OXY in Q4 2014 and has held it in 28 quarters since. The position peaked at $337K in Q4 2014. 757 funds tracked by Wall St. Rank hold OXY as of Q3 2021.

Mercer Capital Advisers held 2,572 shares of Occidental Petroleum worth $76K as of Q3 2021.
Mercer Capital Advisers sold 1,189 Occidental Petroleum shares in Q3 2021, an estimated $31.7K.
Occidental Petroleum made up 0.04% of Mercer Capital Advisers's portfolio in Q3 2021, its #131 holding.
Mercer Capital Advisers first reported a position in Occidental Petroleum in Q4 2014 and has held it in 28 quarters since.
Mercer Capital Advisers's Occidental Petroleum position peaked at $337K in Q4 2014.
757 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.