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Whalerock Point Partners’s Occidental Petroleum OXY Stock Holding History

Whalerock Point Partners’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
Q3 		– Sell
-3,600
Closed -$216K – 171
2017
Q2 		$216K Sell
3,600
-150
-4% -$9.18K 0.08% 158
2017
Q1 		$237K Buy
+3,750
New +$249K 0.09% 135

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Whalerock Point Partners's OXY Position: Q3 2017 in Review

Whalerock Point Partners sold out of Occidental Petroleum (OXY) in Q3 2017, closing a stake of 3,600 shares — an estimated $216K sold.

Whalerock Point Partners first reported a position in OXY in Q1 2017 and held it in 2 quarters. The position peaked at $237K in Q1 2017. 984 funds tracked by Wall St. Rank hold OXY as of Q3 2017.

  • Whalerock Point Partners reported no remaining Occidental Petroleum position as of Q3 2017 after selling out during the quarter.
  • Whalerock Point Partners sold 3,600 Occidental Petroleum shares in Q3 2017, an estimated $216K.
  • Whalerock Point Partners first reported a position in Occidental Petroleum in Q1 2017 and held it in 2 quarters.
  • Whalerock Point Partners's Occidental Petroleum position peaked at $237K in Q1 2017.
  • 984 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2017.

Based on Whalerock Point Partners's 13F filing for Q3 2017, filed 31 Oct 2017.