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Acropolis Investment Management’s Occidental Petroleum OXY Stock Holding History

Acropolis 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
2014
Q4 		– Sell
-1,139
Closed -$105K – 146
2014
Q3 		$105K Buy
+1,139
New +$109K 0.02% 142
2013
Q4 		– Sell
-1,249
Closed -$112K – 125
2013
Q3 		$112K Hold
1,249
– – 0.02% 124
2013
Q2 		$107K Buy
+1,249
New +$106K 0.02% 112

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Acropolis Investment Management's OXY Position: Q4 2014 in Review

Acropolis Investment Management sold out of Occidental Petroleum (OXY) in Q4 2014, closing a stake of 1,139 shares — an estimated $105K sold.

Acropolis Investment Management first reported a position in OXY in Q2 2013 and held it in 3 quarters. The position peaked at $112K in Q3 2013. 1,081 funds tracked by Wall St. Rank hold OXY as of Q4 2014.

  • Acropolis Investment Management reported no remaining Occidental Petroleum position as of Q4 2014 after selling out during the quarter.
  • Acropolis Investment Management sold 1,139 Occidental Petroleum shares in Q4 2014, an estimated $105K.
  • Acropolis Investment Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 3 quarters.
  • Acropolis Investment Management's Occidental Petroleum position peaked at $112K in Q3 2013.
  • 1,081 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2014.

Based on Acropolis Investment Management's 13F filing for Q4 2014, filed 12 Jan 2015.