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Morgan Dempsey Capital Management’s Occidental Petroleum OXY Stock Holding History

Morgan Dempsey Capital 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
2017
Q2 		– Sell
-60
Closed -$4K – 164
2017
Q1 		$4K Hold
60
– – ﹤0.01% 156
2016
Q4 		$4K Hold
60
– – ﹤0.01% 153
2016
Q3 		$4K Hold
60
– – ﹤0.01% 146
2016
Q2 		$5K Hold
60
– – ﹤0.01% 153
2016
Q1 		$4K Hold
60
– – ﹤0.01% 150
2015
Q4 		$4K Buy
+60
New +$4.32K ﹤0.01% 171

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

Morgan Dempsey Capital Management's OXY Position: Q2 2017 in Review

Morgan Dempsey Capital Management sold out of Occidental Petroleum (OXY) in Q2 2017, closing a stake of 60 shares — an estimated $4K sold.

Morgan Dempsey Capital Management first reported a position in OXY in Q4 2015 and held it in 6 quarters. The position peaked at $5K in Q2 2016. 975 funds tracked by Wall St. Rank hold OXY as of Q2 2017.

  • Morgan Dempsey Capital Management reported no remaining Occidental Petroleum position as of Q2 2017 after selling out during the quarter.
  • Morgan Dempsey Capital Management sold 60 Occidental Petroleum shares in Q2 2017, an estimated $4K.
  • Morgan Dempsey Capital Management first reported a position in Occidental Petroleum in Q4 2015 and held it in 6 quarters.
  • Morgan Dempsey Capital Management's Occidental Petroleum position peaked at $5K in Q2 2016.
  • 975 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2017.

Based on Morgan Dempsey Capital Management's 13F filing for Q2 2017, filed 1 Aug 2017.