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Bel Air Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Bel Air Investment Advisors’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
2013
Q3 		$27M Buy
301,374
+68,878
+30% +$5.92M 3.78% 6
2013
Q2 		$19.9M Buy
+232,496
New +$19.6M 2.91% 15

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bel Air Investment Advisors's OXY Position: Q3 2013 in Review

Bel Air Investment Advisors increased its Occidental Petroleum (OXY) stake by 30% in Q3 2013, buying an estimated $5.92M and bringing the position to 301,374 shares worth $27M. The position accounts for 3.78% of the portfolio, ranked #6.

Bel Air Investment Advisors first reported a position in OXY in Q2 2013 and has held it in 2 quarters since. 1,007 funds tracked by Wall St. Rank hold OXY as of Q3 2013.

  • Bel Air Investment Advisors held 301,374 shares of Occidental Petroleum worth $27M as of Q3 2013.
  • Bel Air Investment Advisors bought 68,878 Occidental Petroleum shares in Q3 2013, an estimated $5.92M.
  • Occidental Petroleum made up 3.78% of Bel Air Investment Advisors's portfolio in Q3 2013, its #6 holding.
  • Bel Air Investment Advisors first reported a position in Occidental Petroleum in Q2 2013 and has held it in 2 quarters since.
  • 1,007 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2013.

Based on Bel Air Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.