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Stanford Investment Group’s Occidental Petroleum OXY Stock Holding History

Stanford Investment Group’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 		– Sell
-175
Closed -$12K – 195
2016
Q4 		$12K Sell
175
-276
-61% -$19.6K 0.01% 289
2016
Q3 		$33K Buy
+451
New +$33.8K 0.02% 200

Other funds holding OXY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stanford Investment Group's OXY Position: Q1 2017 in Review

Stanford Investment Group sold out of Occidental Petroleum (OXY) in Q1 2017, closing a stake of 175 shares — an estimated $12K sold.

Stanford Investment Group first reported a position in OXY in Q3 2016 and held it in 2 quarters. The position peaked at $33K in Q3 2016. 1,032 funds tracked by Wall St. Rank hold OXY as of Q1 2017.

  • Stanford Investment Group reported no remaining Occidental Petroleum position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 175 Occidental Petroleum shares in Q1 2017, an estimated $12K.
  • Stanford Investment Group first reported a position in Occidental Petroleum in Q3 2016 and held it in 2 quarters.
  • Stanford Investment Group's Occidental Petroleum position peaked at $33K in Q3 2016.
  • 1,032 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.