Vaughan Nelson Investment Management’s Occidental Petroleum OXY Stock Holding History

Vaughan Nelson 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
2021 Q4	–	Sell	-16,400	Closed	-$485K	–	243
2021 Q3	$485K	Hold	16,400	–	–	﹤0.01%	176
2021 Q2	$513K	Hold	16,400	–	–	0.01%	175
2021 Q1	$437K	Hold	16,400	–	–	﹤0.01%	165
2020 Q4	$284K	Hold	16,400	–	–	﹤0.01%	169
2020 Q3	$164K	Hold	16,400	–	–	﹤0.01%	177
2020 Q2	$300K	Hold	16,400	–	–	﹤0.01%	186
2020 Q1	$190K	Hold	16,400	–	–	﹤0.01%	191
2019 Q4	$676K	Hold	16,400	–	–	0.01%	174
2019 Q3	$729K	Hold	16,400	–	–	0.01%	173
2019 Q2	$825K	Hold	16,400	–	–	0.01%	180
2019 Q1	$1.09M	Hold	16,400	–	–	0.01%	180
2018 Q4	$1.01M	Hold	16,400	–	–	0.01%	183
2018 Q3	$1.35M	Hold	16,400	–	–	0.02%	182
2018 Q2	$1.37M	Hold	16,400	–	–	0.02%	174
2018 Q1	$1.06M	Hold	16,400	–	–	0.01%	184
2017 Q4	$1.21M	Hold	16,400	–	–	0.01%	184
2017 Q3	$1.05M	Hold	16,400	–	–	0.01%	192
2017 Q2	$982K	Hold	16,400	–	–	0.01%	189
2017 Q1	$1.04M	Hold	16,400	–	–	0.01%	171
2016 Q4	$1.17M	Hold	16,400	–	–	0.01%	161
2016 Q3	$1.2M	Hold	16,400	–	–	0.01%	163
2016 Q2	$1.24M	Buy	16,400 +3,850	+31%	+$288K	0.02%	166
2016 Q1	$859K	Buy	12,550 +4,962	+65%	+$333K	0.01%	167
2015 Q4	$512K	Buy	+7,588	New	+$546K	0.01%	161

Other funds holding OXY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JIM

JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Vaughan Nelson Investment Management's OXY Position: Q4 2021 in Review

Vaughan Nelson Investment Management sold out of Occidental Petroleum (OXY) in Q4 2021, closing a stake of 16,400 shares — an estimated $485K sold.

Vaughan Nelson Investment Management first reported a position in OXY in Q4 2015 and held it in 24 quarters. The position peaked at $1.37M in Q2 2018. 812 funds tracked by Wall St. Rank hold OXY as of Q4 2021.

Vaughan Nelson Investment Management reported no remaining Occidental Petroleum position as of Q4 2021 after selling out during the quarter.
Vaughan Nelson Investment Management sold 16,400 Occidental Petroleum shares in Q4 2021, an estimated $485K.
Vaughan Nelson Investment Management first reported a position in Occidental Petroleum in Q4 2015 and held it in 24 quarters.
Vaughan Nelson Investment Management's Occidental Petroleum position peaked at $1.37M in Q2 2018.
812 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2021.

Based on Vaughan Nelson Investment Management's 13F filing for Q4 2021, filed 13 Jan 2022.