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Strategic Capital Alternatives’s Occidental Petroleum OXY Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		– Sell
-14,304
Closed -$1.07M – 419
2015
Q2 		$1.07M Buy
14,304
+728
+5% +$56.9K 0.26% 106
2015
Q1 		$989K Buy
+13,576
New +$1.05M 0.25% 106
2014
Q4 		– Sell
-790
Closed -$73K – 256
2014
Q3 		$73K Buy
+790
New +$75.8K 0.03% 194

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Strategic Capital Alternatives's OXY Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of Occidental Petroleum (OXY) in Q3 2015, closing a stake of 14,304 shares — an estimated $1.07M sold.

Strategic Capital Alternatives first reported a position in OXY in Q3 2014 and held it in 3 quarters. The position peaked at $1.07M in Q2 2015. 1,005 funds tracked by Wall St. Rank hold OXY as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining Occidental Petroleum position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 14,304 Occidental Petroleum shares in Q3 2015, an estimated $1.07M.
  • Strategic Capital Alternatives first reported a position in Occidental Petroleum in Q3 2014 and held it in 3 quarters.
  • Strategic Capital Alternatives's Occidental Petroleum position peaked at $1.07M in Q2 2015.
  • 1,005 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.