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Peachtree Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Peachtree Investment 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
2015
Q1 		– Sell
-94
Closed -$8K – 339
2014
Q4 		$8K Sell
94
-4
-4% -$332 0.01% 299
2014
Q3 		$9K Buy
+98
New +$9.4K 0.01% 304

Other funds holding OXY

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peachtree Investment Advisors's OXY Position: Q1 2015 in Review

Peachtree Investment Advisors sold out of Occidental Petroleum (OXY) in Q1 2015, closing a stake of 94 shares — an estimated $8K sold.

Peachtree Investment Advisors first reported a position in OXY in Q3 2014 and held it in 2 quarters. The position peaked at $9K in Q3 2014. 1,058 funds tracked by Wall St. Rank hold OXY as of Q1 2015.

  • Peachtree Investment Advisors reported no remaining Occidental Petroleum position as of Q1 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 94 Occidental Petroleum shares in Q1 2015, an estimated $8K.
  • Peachtree Investment Advisors first reported a position in Occidental Petroleum in Q3 2014 and held it in 2 quarters.
  • Peachtree Investment Advisors's Occidental Petroleum position peaked at $9K in Q3 2014.
  • 1,058 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2015.

Based on Peachtree Investment Advisors's 13F filing for Q1 2015, filed 14 Apr 2015.