BA
OXY icon

Bridgewater Advisors’s Occidental Petroleum OXY Stock Holding History

Bridgewater 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
2014
Q2 		$2.3M Sell
23,374
-248
-1% -$23.3K 1.92% 16
2014
Q1 		$2.16M Sell
23,622
-133
-0.6% -$11.9K 2.17% 16
2013
Q4 		$2.16M Buy
+23,755
New +$2.17M 2.22% 14

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bridgewater Advisors's OXY Position: Q2 2014 in Review

Bridgewater Advisors reduced its Occidental Petroleum (OXY) stake by 1% in Q2 2014, selling an estimated $23.3K and leaving 23,374 shares worth $2.3M. The position accounts for 1.92% of the portfolio, ranked #16.

Bridgewater Advisors first reported a position in OXY in Q4 2013 and has held it in 3 quarters since. 1,158 funds tracked by Wall St. Rank hold OXY as of Q2 2014.

  • Bridgewater Advisors held 23,374 shares of Occidental Petroleum worth $2.3M as of Q2 2014.
  • Bridgewater Advisors sold 248 Occidental Petroleum shares in Q2 2014, an estimated $23.3K.
  • Occidental Petroleum made up 1.92% of Bridgewater Advisors's portfolio in Q2 2014, its #16 holding.
  • Bridgewater Advisors first reported a position in Occidental Petroleum in Q4 2013 and has held it in 3 quarters since.
  • 1,158 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2014.

Based on Bridgewater Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.