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Banyan Partners’s Occidental Petroleum OXY Stock Holding History

Banyan 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
2014
Q3 		$12.7M Buy
137,799
+12,206
+10% +$1.17M 1.08% 18
2014
Q2 		$12.3M Buy
125,593
+32,544
+35% +$3.06M 1.04% 20
2014
Q1 		$8.49M Buy
93,049
+2,771
+3% +$248K 0.73% 37
2013
Q4 		$8.22M Buy
90,278
+4,028
+5% +$368K 0.58% 44
2013
Q3 		$7.73M Buy
86,250
+32,616
+61% +$2.8M 0.68% 33
2013
Q2 		$4.58M Buy
+53,634
New +$4.53M 0.9% 41

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Banyan Partners's OXY Position: Q3 2014 in Review

Banyan Partners increased its Occidental Petroleum (OXY) stake by 9.7% in Q3 2014, buying an estimated $1.17M and bringing the position to 137,799 shares worth $12.7M. The position accounts for 1.08% of the portfolio, ranked #18.

Banyan Partners first reported a position in OXY in Q2 2013 and has held it in 6 quarters since. 1,126 funds tracked by Wall St. Rank hold OXY as of Q3 2014.

  • Banyan Partners held 137,799 shares of Occidental Petroleum worth $12.7M as of Q3 2014.
  • Banyan Partners bought 12,206 Occidental Petroleum shares in Q3 2014, an estimated $1.17M.
  • Occidental Petroleum made up 1.08% of Banyan Partners's portfolio in Q3 2014, its #18 holding.
  • Banyan Partners first reported a position in Occidental Petroleum in Q2 2013 and has held it in 6 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.