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Sharkey, Howes & Javer’s Occidental Petroleum OXY Stock Holding History

Sharkey, Howes & Javer’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
-7
Closed -$1K – 219
2017
Q1 		$1K Buy
+7
New +$466 ﹤0.01% 216

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sharkey, Howes & Javer's OXY Position: Q2 2017 in Review

Sharkey, Howes & Javer sold out of Occidental Petroleum (OXY) in Q2 2017, closing a stake of 7 shares — an estimated $1K sold.

Sharkey, Howes & Javer first reported a position in OXY in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 976 funds tracked by Wall St. Rank hold OXY as of Q2 2017.

  • Sharkey, Howes & Javer reported no remaining Occidental Petroleum position as of Q2 2017 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 7 Occidental Petroleum shares in Q2 2017, an estimated $1K.
  • Sharkey, Howes & Javer first reported a position in Occidental Petroleum in Q1 2017 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Occidental Petroleum position peaked at $1K in Q1 2017.
  • 976 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2017, filed 19 Jul 2017.