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Strategic Financial Services’s Occidental Petroleum OXY Stock Holding History

Strategic Financial Services’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
Q4 		– Sell
-36,113
Closed -$2.32M – 121
2017
Q3 		$2.32M Sell
36,113
-69
-0.2% -$4.2K 0.38% 81
2017
Q2 		$2.17M Buy
36,182
+224
+0.6% +$13.7K 0.38% 84
2017
Q1 		$2.28M Buy
35,958
+177
+0.5% +$11.8K 0.41% 81
2016
Q4 		$2.55M Sell
35,781
-218
-0.6% -$15.5K 0.49% 77
2016
Q3 		$2.63M Buy
35,999
+140
+0.4% +$10.5K 0.52% 73
2016
Q2 		$2.68M Sell
35,859
-629
-2% -$47K 0.54% 71
2016
Q1 		$2.5M Buy
36,488
+1,971
+6% +$132K 0.58% 74
2015
Q4 		$2.33M Sell
34,517
-365
-1% -$26.3K 0.61% 75
2015
Q3 		$2.3M Buy
34,882
+1,810
+5% +$126K 0.64% 72
2015
Q2 		$2.57M Sell
33,072
-591
-2% -$46.2K 0.72% 68
2015
Q1 		$2.45M Sell
33,663
-196
-0.6% -$15.2K 0.63% 79
2014
Q4 		$2.73M Sell
33,859
-1,678
-5% -$139K 0.74% 70
2014
Q3 		$3.27M Buy
35,537
+234
+0.7% +$22.4K 0.91% 44
2014
Q2 		$3.47M Sell
35,303
-78
-0.2% -$7.33K 0.96% 36
2014
Q1 		$3.23M Buy
35,381
+1,775
+5% +$159K 0.95% 36
2013
Q4 		$3.06M Sell
33,606
-470
-1% -$42.9K 0.97% 34
2013
Q3 		$3.05M Sell
34,076
-632
-2% -$54.3K 1.03% 25
2013
Q2 		$2.97M Buy
+34,708
New +$2.93M 1.05% 22

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Strategic Financial Services's OXY Position: Q4 2017 in Review

Strategic Financial Services sold out of Occidental Petroleum (OXY) in Q4 2017, closing a stake of 36,113 shares — an estimated $2.32M sold.

Strategic Financial Services first reported a position in OXY in Q2 2013 and held it in 18 quarters. The position peaked at $3.47M in Q2 2014. 1,078 funds tracked by Wall St. Rank hold OXY as of Q4 2017.

  • Strategic Financial Services reported no remaining Occidental Petroleum position as of Q4 2017 after selling out during the quarter.
  • Strategic Financial Services sold 36,113 Occidental Petroleum shares in Q4 2017, an estimated $2.32M.
  • Strategic Financial Services first reported a position in Occidental Petroleum in Q2 2013 and held it in 18 quarters.
  • Strategic Financial Services's Occidental Petroleum position peaked at $3.47M in Q2 2014.
  • 1,078 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2017.

Based on Strategic Financial Services's 13F filing for Q4 2017, filed 5 Feb 2018.