Notis-McConarty Edward’s Occidental Petroleum OXY Stock Holding History

Notis-McConarty Edward’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	-3,175	Closed	-$201K	–	93
2017 Q1	$201K	Hold	3,175	–	–	0.13%	94
2016 Q4	$226K	Hold	3,175	–	–	0.16%	91
2016 Q3	$232K	Sell	3,175 -1,100	-26%	-$82.3K	0.16%	92
2016 Q2	$323K	Sell	4,275 -3,225	-43%	-$241K	0.23%	78
2016 Q1	$513K	Sell	7,500 -624	-8%	-$41.8K	0.36%	64
2015 Q4	$548K	Hold	8,124	–	–	0.39%	64
2015 Q3	$536K	Hold	8,124	–	–	0.4%	64
2015 Q2	$631K	Hold	8,124	–	–	0.43%	62
2015 Q1	$592K	Hold	8,124	–	–	0.41%	61
2014 Q4	$654K	Sell	8,124 -393	-5%	-$32.6K	0.45%	59
2014 Q3	$785K	Hold	8,517	–	–	0.55%	55
2014 Q2	$837K	Sell	8,517 -339	-4%	-$31.9K	0.55%	55
2014 Q1	$809K	Sell	8,856 -27	-0.3%	-$2.41K	0.56%	57
2013 Q4	$809K	Buy	+8,883	New	+$811K	0.57%	58

Other funds holding OXY

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Notis-McConarty Edward's OXY Position: Q2 2017 in Review

Notis-McConarty Edward sold out of Occidental Petroleum (OXY) in Q2 2017, closing a stake of 3,175 shares — an estimated $201K sold.

Notis-McConarty Edward first reported a position in OXY in Q4 2013 and held it in 14 quarters. The position peaked at $837K in Q2 2014. 975 funds tracked by Wall St. Rank hold OXY as of Q2 2017.

Notis-McConarty Edward reported no remaining Occidental Petroleum position as of Q2 2017 after selling out during the quarter.
Notis-McConarty Edward sold 3,175 Occidental Petroleum shares in Q2 2017, an estimated $201K.
Notis-McConarty Edward first reported a position in Occidental Petroleum in Q4 2013 and held it in 14 quarters.
Notis-McConarty Edward's Occidental Petroleum position peaked at $837K in Q2 2014.
975 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2017.

Based on Notis-McConarty Edward's 13F filing for Q2 2017, filed 25 Jul 2017.