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Charles Stewart Mott Foundation’s Occidental Petroleum OXY Stock Holding History

Charles Stewart Mott Foundation’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 		– Sell
-3,220
Closed -$213K – 62
2015
Q3 		$213K Buy
+3,220
New +$225K 0.24% 78

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
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

Charles Stewart Mott Foundation's OXY Position: Q4 2015 in Review

Charles Stewart Mott Foundation sold out of Occidental Petroleum (OXY) in Q4 2015, closing a stake of 3,220 shares — an estimated $213K sold.

Charles Stewart Mott Foundation first reported a position in OXY in Q3 2015 and held it in 1 quarter. The position peaked at $213K in Q3 2015. 1,033 funds tracked by Wall St. Rank hold OXY as of Q4 2015.

  • Charles Stewart Mott Foundation reported no remaining Occidental Petroleum position as of Q4 2015 after selling out during the quarter.
  • Charles Stewart Mott Foundation sold 3,220 Occidental Petroleum shares in Q4 2015, an estimated $213K.
  • Charles Stewart Mott Foundation first reported a position in Occidental Petroleum in Q3 2015 and held it in 1 quarter.
  • Charles Stewart Mott Foundation's Occidental Petroleum position peaked at $213K in Q3 2015.
  • 1,033 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2015.

Based on Charles Stewart Mott Foundation's 13F filing for Q4 2015, filed 16 Feb 2016.