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Everest Capital’s Occidental Petroleum OXY Stock Holding History

Everest Capital’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 		– Sell
-61,478
Closed -$6.04M – 39
2014
Q2 		$6.04M Buy
+61,478
New +$5.78M 1.27% 22

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 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Everest Capital's OXY Position: Q3 2014 in Review

Everest Capital sold out of Occidental Petroleum (OXY) in Q3 2014, closing a stake of 61,478 shares — an estimated $6.04M sold.

Everest Capital first reported a position in OXY in Q2 2014 and held it in 1 quarter. The position peaked at $6.04M in Q2 2014. 1,129 funds tracked by Wall St. Rank hold OXY as of Q3 2014.

  • Everest Capital reported no remaining Occidental Petroleum position as of Q3 2014 after selling out during the quarter.
  • Everest Capital sold 61,478 Occidental Petroleum shares in Q3 2014, an estimated $6.04M.
  • Everest Capital first reported a position in Occidental Petroleum in Q2 2014 and held it in 1 quarter.
  • Everest Capital's Occidental Petroleum position peaked at $6.04M in Q2 2014.
  • 1,129 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2014.

Based on Everest Capital's 13F filing for Q3 2014, filed 14 Nov 2014.