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Strategic Investment Management’s Occidental Petroleum OXY Stock Holding History

Strategic Investment Management’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
Q2 		– Sell
-3,836
Closed -$279K – 122
2015
Q1 		$279K Sell
3,836
-213
-5% -$16.5K 0.11% 54
2014
Q4 		$325K Buy
+4,049
New +$336K 0.09% 39

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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Strategic Investment Management's OXY Position: Q2 2015 in Review

Strategic Investment Management sold out of Occidental Petroleum (OXY) in Q2 2015, closing a stake of 3,836 shares — an estimated $279K sold.

Strategic Investment Management first reported a position in OXY in Q4 2014 and held it in 2 quarters. The position peaked at $325K in Q4 2014. 1,039 funds tracked by Wall St. Rank hold OXY as of Q2 2015.

  • Strategic Investment Management reported no remaining Occidental Petroleum position as of Q2 2015 after selling out during the quarter.
  • Strategic Investment Management sold 3,836 Occidental Petroleum shares in Q2 2015, an estimated $279K.
  • Strategic Investment Management first reported a position in Occidental Petroleum in Q4 2014 and held it in 2 quarters.
  • Strategic Investment Management's Occidental Petroleum position peaked at $325K in Q4 2014.
  • 1,039 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2015.

Based on Strategic Investment Management's 13F filing for Q2 2015, filed 14 Aug 2015.