Stevens First Principles Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Stevens First Principles Investment 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
2019 Q2	$3K	Hold	60	–	–	﹤0.01%	149
2019 Q1	$4K	Hold	60	–	–	﹤0.01%	139
2018 Q4	$4K	Hold	60	–	–	﹤0.01%	138
2018 Q3	$5K	Hold	60	–	–	﹤0.01%	141
2018 Q2	$5K	Sell	60 -285	-83%	-$22.8K	﹤0.01%	136
2018 Q1	$22K	Hold	345	–	–	0.01%	116
2017 Q4	$25K	Hold	345	–	–	0.01%	134
2017 Q3	$22K	Hold	345	–	–	0.01%	130
2017 Q2	$21K	Hold	345	–	–	0.01%	129
2017 Q1	$22K	Hold	345	–	–	0.01%	122
2016 Q4	$25K	Hold	345	–	–	0.02%	126
2016 Q3	$25K	Buy	+345	New	+$25.8K	0.02%	112
2015 Q4	–	Sell	-1,202	Closed	-$79K	–	197
2015 Q3	$79K	Sell	1,202 -601	-33%	-$42K	0.06%	101
2015 Q2	$140K	Buy	+1,803	New	+$141K	0.09%	93
2014 Q3	–	Sell	-522	Closed	-$51K	–	243
2014 Q2	$51K	Hold	522	–	–	0.03%	147
2014 Q1	$48K	Sell	522 -731	-58%	-$65.3K	0.03%	139
2013 Q4	$114K	Buy	1,253 +522	+71%	+$47.7K	0.07%	110
2013 Q3	$65K	Buy	731 +105	+17%	+$9.03K	0.04%	129
2013 Q2	$54K	Buy	+626	New	+$52.9K	0.04%	126

Other funds holding OXY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Stevens First Principles Investment Advisors's OXY Position: Q2 2019 in Review

Stevens First Principles Investment Advisors held its Occidental Petroleum (OXY) position steady in Q2 2019 at 60 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #149.

Stevens First Principles Investment Advisors first reported a position in OXY in Q2 2013 and has held it in 19 quarters since. The position peaked at $140K in Q2 2015. 1,054 funds tracked by Wall St. Rank hold OXY as of Q2 2019.

Stevens First Principles Investment Advisors held 60 shares of Occidental Petroleum worth $3K as of Q2 2019.
Stevens First Principles Investment Advisors left its Occidental Petroleum share count unchanged in Q2 2019.
Occidental Petroleum made up ﹤0.01% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #149 holding.
Stevens First Principles Investment Advisors first reported a position in Occidental Petroleum in Q2 2013 and has held it in 19 quarters since.
Stevens First Principles Investment Advisors's Occidental Petroleum position peaked at $140K in Q2 2015.
1,054 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.