Atherton Lane Advisers’s Occidental Petroleum OXY Stock Holding History

Atherton Lane Advisers’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	$229K	Sell	3,388 -1,001	-23%	-$72K	0.01%	209
2015 Q3	$290K	Buy	4,389 +200	+5%	+$14K	0.02%	183
2015 Q2	$325K	Buy	4,189 +45	+1%	+$3.52K	0.02%	180
2015 Q1	$302K	Sell	4,144 -138	-3%	-$10.7K	0.02%	215
2014 Q4	$345K	Sell	4,282 -61	-1%	-$5.06K	0.02%	211
2014 Q3	$400K	Sell	4,343 -1,083	-20%	-$104K	0.02%	193
2014 Q2	$534K	Buy	+5,426	New	+$510K	0.03%	179
2014 Q1	–	Sell	-5,337	Closed	-$486K	–	163
2013 Q4	$486K	Buy	+5,337	New	+$487K	0.03%	102

Other funds holding OXY

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

Atherton Lane Advisers's OXY Position: Q4 2015 in Review

Atherton Lane Advisers reduced its Occidental Petroleum (OXY) stake by 23% in Q4 2015, selling an estimated $72K and leaving 3,388 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #209.

Atherton Lane Advisers first reported a position in OXY in Q4 2013 and has held it in 8 quarters since. The position peaked at $534K in Q2 2014. 1,033 funds tracked by Wall St. Rank hold OXY as of Q4 2015.

Atherton Lane Advisers held 3,388 shares of Occidental Petroleum worth $229K as of Q4 2015.
Atherton Lane Advisers sold 1,001 Occidental Petroleum shares in Q4 2015, an estimated $72K.
Occidental Petroleum made up 0.01% of Atherton Lane Advisers's portfolio in Q4 2015, its #209 holding.
Atherton Lane Advisers first reported a position in Occidental Petroleum in Q4 2013 and has held it in 8 quarters since.
Atherton Lane Advisers's Occidental Petroleum position peaked at $534K in Q2 2014.
1,033 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.