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Windsor Capital Management’s Occidental Petroleum OXY Stock Holding History

Windsor Capital 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
Q4 		– Sell
-1,153
Closed -$76K – 328
2015
Q3 		$76K Buy
+1,153
New +$80.5K 0.04% 135
2014
Q1 		– Sell
-1,212
Closed -$110K – 229
2013
Q4 		$110K Buy
1,212
+2
+0.2% +$183 0.06% 114
2013
Q3 		$108K Buy
1,210
+3
+0.2% +$258 0.06% 118
2013
Q2 		$103K Buy
+1,207
New +$102K 0.06% 102

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
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Windsor Capital Management's OXY Position: Q4 2015 in Review

Windsor Capital Management sold out of Occidental Petroleum (OXY) in Q4 2015, closing a stake of 1,153 shares — an estimated $76K sold.

Windsor Capital Management first reported a position in OXY in Q2 2013 and held it in 4 quarters. The position peaked at $110K in Q4 2013. 1,033 funds tracked by Wall St. Rank hold OXY as of Q4 2015.

  • Windsor Capital Management reported no remaining Occidental Petroleum position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 1,153 Occidental Petroleum shares in Q4 2015, an estimated $76K.
  • Windsor Capital Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Occidental Petroleum position peaked at $110K in Q4 2013.
  • 1,033 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.