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Moody Lynn & Lieberson’s Occidental Petroleum OXY Stock Holding History

Moody Lynn & Lieberson’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
-33,374
Closed -$2.38M – 180
2016
Q4 		$2.38M Sell
33,374
-30,179
-47% -$2.14M 0.34% 67
2016
Q3 		$4.63M Sell
63,553
-32,471
-34% -$2.43M 0.77% 48
2016
Q2 		$7.26M Buy
96,024
+3,365
+4% +$251K 1.3% 29
2016
Q1 		$6.34M Sell
92,659
-14,495
-14% -$972K 1% 40
2015
Q4 		$7.23M Buy
107,154
+15,590
+17% +$1.12M 1.14% 29
2015
Q3 		$6.05M Buy
91,564
+87,205
+2,001% +$6.09M 1.16% 33
2015
Q2 		$338K Buy
4,359
+30
+0.7% +$2.34K 0.05% 153
2015
Q1 		$316K Hold
4,329
– – 0.05% 148
2014
Q4 		$348K Sell
4,329
-60,491
-93% -$5.02M 0.05% 145
2014
Q3 		$5.97M Sell
64,820
-1,954
-3% -$187K 0.89% 39
2014
Q2 		$6.57M Sell
66,774
-1,530
-2% -$144K 0.9% 43
2014
Q1 		$6.24M Buy
68,304
+2,050
+3% +$183K 0.9% 49
2013
Q4 		$6.04M Buy
66,254
+173
+0.3% +$15.8K 0.82% 51
2013
Q3 		$5.92M Buy
66,081
+1,006
+2% +$86.5K 0.92% 46
2013
Q2 		$5.56M Buy
+65,075
New +$5.5M 0.97% 42

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

Moody Lynn & Lieberson's OXY Position: Q1 2017 in Review

Moody Lynn & Lieberson sold out of Occidental Petroleum (OXY) in Q1 2017, closing a stake of 33,374 shares — an estimated $2.38M sold.

Moody Lynn & Lieberson first reported a position in OXY in Q2 2013 and held it in 15 quarters. The position peaked at $7.26M in Q2 2016. 1,031 funds tracked by Wall St. Rank hold OXY as of Q1 2017.

  • Moody Lynn & Lieberson reported no remaining Occidental Petroleum position as of Q1 2017 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 33,374 Occidental Petroleum shares in Q1 2017, an estimated $2.38M.
  • Moody Lynn & Lieberson first reported a position in Occidental Petroleum in Q2 2013 and held it in 15 quarters.
  • Moody Lynn & Lieberson's Occidental Petroleum position peaked at $7.26M in Q2 2016.
  • 1,031 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2017.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2017, filed 2 May 2017.