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Shoker Investment Counsel’s Occidental Petroleum OXY Stock Holding History

Shoker Investment Counsel’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
-3,561
Closed -$235K – 105
2019
Q1 		$235K Buy
+3,561
New +$235K 0.17% 89
2018
Q4 		– Sell
-5,899
Closed -$484K – 109
2018
Q3 		$484K Buy
5,899
+123
+2% +$9.94K 0.35% 66
2018
Q2 		$483K Buy
5,776
+40
+0.7% +$3.19K 0.36% 68
2018
Q1 		$372K Sell
5,736
-8
-0.1% -$560 0.28% 79
2017
Q4 		$423K Sell
5,744
-619
-10% -$42K 0.31% 75
2017
Q3 		$408K Sell
6,363
-1,146
-15% -$69.8K 0.31% 74
2017
Q2 		$449K Buy
7,509
+1,183
+19% +$72.4K 0.35% 65
2017
Q1 		$400K Sell
6,326
-1,317
-17% -$87.6K 0.34% 69
2016
Q4 		$544K Buy
7,643
+179
+2% +$12.7K 0.45% 59
2016
Q3 		$544K Buy
7,464
+116
+2% +$8.68K 0.46% 58
2016
Q2 		$555K Buy
7,348
+117
+2% +$8.74K 0.49% 54
2016
Q1 		$494K Buy
7,231
+838
+13% +$56.2K 0.46% 57
2015
Q4 		$431K Buy
+6,393
New +$460K 0.43% 59
2014
Q4 		– Sell
-4,807
Closed -$442K – 101
2014
Q3 		$442K Sell
4,807
-831
-15% -$79.7K 0.41% 61
2014
Q2 		$554K Buy
5,638
+3
+0.1% +$282 0.49% 56
2014
Q1 		$514K Sell
5,635
-25
-0.4% -$2.23K 0.48% 56
2013
Q4 		$516K Buy
+5,660
New +$517K 0.47% 57

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Shoker Investment Counsel's OXY Position: Q2 2019 in Review

Shoker Investment Counsel sold out of Occidental Petroleum (OXY) in Q2 2019, closing a stake of 3,561 shares — an estimated $235K sold.

Shoker Investment Counsel first reported a position in OXY in Q4 2013 and held it in 17 quarters. The position peaked at $555K in Q2 2016. 1,054 funds tracked by Wall St. Rank hold OXY as of Q2 2019.

  • Shoker Investment Counsel reported no remaining Occidental Petroleum position as of Q2 2019 after selling out during the quarter.
  • Shoker Investment Counsel sold 3,561 Occidental Petroleum shares in Q2 2019, an estimated $235K.
  • Shoker Investment Counsel first reported a position in Occidental Petroleum in Q4 2013 and held it in 17 quarters.
  • Shoker Investment Counsel's Occidental Petroleum position peaked at $555K in Q2 2016.
  • 1,054 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2019.

Based on Shoker Investment Counsel's 13F filing for Q2 2019, filed 9 Aug 2019.