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Sunnymeath Asset Management’s Occidental Petroleum OXY Stock Holding History

Sunnymeath Asset 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
2016
Q4 		$23K Hold
320
– – 0.03% 116
2016
Q3 		$22K Hold
320
– – 0.05% 102
2016
Q2 		$24K Hold
320
– – 0.04% 117
2016
Q1 		$22K Buy
+320
New +$21.5K 0.03% 116

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sunnymeath Asset Management's OXY Position: Q4 2016 in Review

Sunnymeath Asset Management held its Occidental Petroleum (OXY) position steady in Q4 2016 at 320 shares worth $23K. The position accounts for 0.03% of the portfolio, ranked #116.

Sunnymeath Asset Management first reported a position in OXY in Q1 2016 and has held it in 4 quarters since. The position peaked at $24K in Q2 2016. 1,076 funds tracked by Wall St. Rank hold OXY as of Q4 2016.

  • Sunnymeath Asset Management held 320 shares of Occidental Petroleum worth $23K as of Q4 2016.
  • Sunnymeath Asset Management left its Occidental Petroleum share count unchanged in Q4 2016.
  • Occidental Petroleum made up 0.03% of Sunnymeath Asset Management's portfolio in Q4 2016, its #116 holding.
  • Sunnymeath Asset Management first reported a position in Occidental Petroleum in Q1 2016 and has held it in 4 quarters since.
  • Sunnymeath Asset Management's Occidental Petroleum position peaked at $24K in Q2 2016.
  • 1,076 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2016.

Based on Sunnymeath Asset Management's 13F filing for Q4 2016, filed 13 Jan 2017.