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Strategic Capital Group’s Occidental Petroleum OXY Stock Holding History

Strategic Capital 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
2014
Q2 		$24K Sell
239
-1,455
-86% -$137K 0.01% 234
2014
Q1 		$155K Buy
+1,694
New +$151K 0.05% 162
2013
Q4 		– Sell
-177
Closed -$16K – 250
2013
Q3 		$16K Hold
177
– – 0.01% 244
2013
Q2 		$15K Buy
+177
New +$15K 0.01% 223

Other funds holding OXY

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Strategic Capital Group's OXY Position: Q2 2014 in Review

Strategic Capital Group reduced its Occidental Petroleum (OXY) stake by 86% in Q2 2014, selling an estimated $137K and leaving 239 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #234.

Strategic Capital Group first reported a position in OXY in Q2 2013 and has held it in 4 quarters since. The position peaked at $155K in Q1 2014. 1,158 funds tracked by Wall St. Rank hold OXY as of Q2 2014.

  • Strategic Capital Group held 239 shares of Occidental Petroleum worth $24K as of Q2 2014.
  • Strategic Capital Group sold 1,455 Occidental Petroleum shares in Q2 2014, an estimated $137K.
  • Occidental Petroleum made up 0.01% of Strategic Capital Group's portfolio in Q2 2014, its #234 holding.
  • Strategic Capital Group first reported a position in Occidental Petroleum in Q2 2013 and has held it in 4 quarters since.
  • Strategic Capital Group's Occidental Petroleum position peaked at $155K in Q1 2014.
  • 1,158 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.