Otter Creek Advisors’s Occidental Petroleum OXY Stock Holding History

Otter Creek Advisors’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
2019 Q2	–	Sell	-21,318	Closed	-$1.41M	–	69
2019 Q1	$1.41M	Hold	21,318	–	–	0.43%	59
2018 Q4	$1.31M	Buy	+21,318	New	+$1.5M	0.47%	64
2018 Q3	–	Sell	-40,116	Closed	-$3.36M	–	79
2018 Q2	$3.36M	Sell	40,116 -22,297	-36%	-$1.78M	0.71%	56
2018 Q1	$4.05M	Buy	+62,413	New	+$4.37M	0.86%	46
2017 Q1	–	Sell	-62,328	Closed	-$4.44M	–	89
2016 Q4	$4.44M	Buy	+62,328	New	+$4.43M	0.52%	74
2015 Q1	$1.46M	Buy	+20,034	New	+$1.55M	0.99%	45

Other funds holding OXY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Otter Creek Advisors's OXY Position: Q2 2019 in Review

Otter Creek Advisors sold out of Occidental Petroleum (OXY) in Q2 2019, closing a stake of 21,318 shares — an estimated $1.41M sold.

Otter Creek Advisors first reported a position in OXY in Q1 2015 and held it in 6 quarters. The position peaked at $4.44M in Q4 2016. 1,054 funds tracked by Wall St. Rank hold OXY as of Q2 2019.

Otter Creek Advisors reported no remaining Occidental Petroleum position as of Q2 2019 after selling out during the quarter.
Otter Creek Advisors sold 21,318 Occidental Petroleum shares in Q2 2019, an estimated $1.41M.
Otter Creek Advisors first reported a position in Occidental Petroleum in Q1 2015 and held it in 6 quarters.
Otter Creek Advisors's Occidental Petroleum position peaked at $4.44M in Q4 2016.
1,054 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2019.

Based on Otter Creek Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.