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Endex Capital Management’s Occidental Petroleum OXY Stock Holding History

Endex Capital Management’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
Q4 		$726K Hold
7,969
– – 0.68% 38
2013
Q3 		$714K Hold
7,969
– – 0.73% 33
2013
Q2 		$681K Buy
+7,969
New +$673K 0.73% 35

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Endex Capital Management's OXY Position: Q4 2013 in Review

Endex Capital Management held its Occidental Petroleum (OXY) position steady in Q4 2013 at 7,969 shares worth $726K. The position accounts for 0.68% of the portfolio, ranked #38.

Endex Capital Management first reported a position in OXY in Q2 2013 and has held it in 3 quarters since. 1,079 funds tracked by Wall St. Rank hold OXY as of Q4 2013.

  • Endex Capital Management held 7,969 shares of Occidental Petroleum worth $726K as of Q4 2013.
  • Endex Capital Management left its Occidental Petroleum share count unchanged in Q4 2013.
  • Occidental Petroleum made up 0.68% of Endex Capital Management's portfolio in Q4 2013, its #38 holding.
  • Endex Capital Management first reported a position in Occidental Petroleum in Q2 2013 and has held it in 3 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.