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SSI Investment Management’s Occidental Petroleum OXY Stock Holding History

SSI Investment Management’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
-3,038
Closed -$204K – 294
2019
Q1 		$204K Buy
+3,038
New +$200K 0.02% 266
2018
Q4 		– Sell
-3,055
Closed -$251K – 277
2018
Q3 		$251K Buy
+3,055
New +$247K 0.02% 268
2016
Q1 		– Sell
-3,109
Closed -$212K – 277
2015
Q4 		$212K Sell
3,109
-972
-24% -$69.9K 0.02% 261
2015
Q3 		$270K Hold
4,081
– – 0.03% 235
2015
Q2 		$314K Sell
4,081
-589
-13% -$46K 0.03% 239
2015
Q1 		$340K Sell
4,670
-2,749
-37% -$213K 0.03% 237
2014
Q4 		$598K Sell
7,419
-377
-5% -$31.3K 0.06% 200
2014
Q3 		$715K Sell
7,796
-261
-3% -$25K 0.07% 183
2014
Q2 		$793K Sell
8,057
-1,260
-14% -$118K 0.08% 169
2014
Q1 		$849K Sell
9,317
-12,082
-56% -$1.08M 0.09% 165
2013
Q4 		$1.95M Sell
21,399
-52
-0.2% -$4.75K 0.17% 145
2013
Q3 		$1.92M Buy
21,451
+1,581
+8% +$136K 0.17% 134
2013
Q2 		$1.7M Buy
+19,870
New +$1.68M 0.17% 142

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

SSI Investment Management's OXY Position: Q2 2019 in Review

SSI Investment Management sold out of Occidental Petroleum (OXY) in Q2 2019, closing a stake of 3,038 shares — an estimated $204K sold.

SSI Investment Management first reported a position in OXY in Q2 2013 and held it in 13 quarters. The position peaked at $1.95M in Q4 2013. 1,054 funds tracked by Wall St. Rank hold OXY as of Q2 2019.

  • SSI Investment Management reported no remaining Occidental Petroleum position as of Q2 2019 after selling out during the quarter.
  • SSI Investment Management sold 3,038 Occidental Petroleum shares in Q2 2019, an estimated $204K.
  • SSI Investment Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 13 quarters.
  • SSI Investment Management's Occidental Petroleum position peaked at $1.95M in Q4 2013.
  • 1,054 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2019.

Based on SSI Investment Management's 13F filing for Q2 2019, filed 12 Aug 2019.