Old Mutual Customised Solutions’s Occidental Petroleum OXY Stock Holding History

Old Mutual Customised Solutions’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 Q2	$3.98M	Buy	47,545 +1,500	+3%	+$120K	0.4%	57
2018 Q1	$2.99M	Hold	46,045	–	–	0.31%	85
2017 Q4	$3.39M	Buy	46,045 +13,800	+43%	+$937K	0.35%	72
2017 Q3	$2.07M	Hold	32,245	–	–	0.28%	90
2017 Q2	$1.93M	Buy	32,245 +1,200	+4%	+$73.5K	0.28%	86
2017 Q1	$1.97M	Buy	31,045 +3,545	+13%	+$236K	0.3%	76
2016 Q4	$1.96M	Buy	27,500 +9,000	+49%	+$639K	0.36%	61
2016 Q3	$1.35M	Sell	18,500 -3,800	-17%	-$284K	0.39%	54
2016 Q2	$1.69M	Hold	22,300	–	–	0.42%	47
2016 Q1	$1.53M	Sell	22,300 -1,040	-4%	-$69.7K	0.4%	57
2015 Q4	$1.57M	Hold	23,340	–	–	0.4%	55
2015 Q3	$1.54M	Sell	23,340 -2,304	-9%	-$161K	0.42%	55
2015 Q2	$1.99M	Buy	25,644 +1,002	+4%	+$78.3K	0.47%	42
2015 Q1	$1.8M	Buy	24,642 +11,920	+94%	+$922K	0.43%	44
2014 Q4	$1.02M	Buy	12,722 +927	+8%	+$76.9K	0.29%	70
2014 Q3	$1.09M	Sell	11,795 -1,983	-14%	-$190K	0.31%	58
2014 Q2	$1.35M	Sell	13,778 -835	-6%	-$78.5K	0.33%	57
2014 Q1	$1.33M	Hold	14,613	–	–	0.33%	52
2013 Q4	$1.33M	Hold	14,613	–	–	0.35%	52
2013 Q3	$1.31M	Buy	14,613 +522	+4%	+$44.9K	0.37%	47
2013 Q2	$1.21M	Buy	+14,091	New	+$1.19M	0.35%	44

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Old Mutual Customised Solutions's OXY Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its Occidental Petroleum (OXY) stake by 3.3% in Q2 2018, buying an estimated $120K and bringing the position to 47,545 shares worth $3.98M. The position accounts for 0.4% of the portfolio, ranked #57.

Old Mutual Customised Solutions first reported a position in OXY in Q2 2013 and has held it in 21 quarters since. 1,185 funds tracked by Wall St. Rank hold OXY as of Q2 2018.

Old Mutual Customised Solutions held 47,545 shares of Occidental Petroleum worth $3.98M as of Q2 2018.
Old Mutual Customised Solutions bought 1,500 Occidental Petroleum shares in Q2 2018, an estimated $120K.
Occidental Petroleum made up 0.4% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #57 holding.
Old Mutual Customised Solutions first reported a position in Occidental Petroleum in Q2 2013 and has held it in 21 quarters since.
1,185 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.