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R&F Capital Advisors’s Occidental Petroleum OXY Stock Holding History

R&F Capital 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
2017
Q1 		$577K Sell
9,113
-7,083
-44% -$471K 0.15% 209
2016
Q4 		$1.15M Buy
+16,196
New +$1.15M 0.41% 59

Other funds holding OXY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

R&F Capital Advisors's OXY Position: Q1 2017 in Review

R&F Capital Advisors reduced its Occidental Petroleum (OXY) stake by 44% in Q1 2017, selling an estimated $471K and leaving 9,113 shares worth $577K. The position accounts for 0.15% of the portfolio, ranked #209.

R&F Capital Advisors first reported a position in OXY in Q4 2016 and has held it in 2 quarters since. The position peaked at $1.15M in Q4 2016. 1,032 funds tracked by Wall St. Rank hold OXY as of Q1 2017.

  • R&F Capital Advisors held 9,113 shares of Occidental Petroleum worth $577K as of Q1 2017.
  • R&F Capital Advisors sold 7,083 Occidental Petroleum shares in Q1 2017, an estimated $471K.
  • Occidental Petroleum made up 0.15% of R&F Capital Advisors's portfolio in Q1 2017, its #209 holding.
  • R&F Capital Advisors first reported a position in Occidental Petroleum in Q4 2016 and has held it in 2 quarters since.
  • R&F Capital Advisors's Occidental Petroleum position peaked at $1.15M in Q4 2016.
  • 1,032 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.