Exchange Capital Management’s Occidental Petroleum OXY Stock Holding History

Exchange 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
2015 Q1	–	Sell	-62	Closed	-$5K	–	253
2014 Q4	$5K	Buy	+62	New	+$5.14K	﹤0.01%	201
2014 Q2	–	Sell	-919	Closed	-$84K	–	241
2014 Q1	$84K	Hold	919	–	–	0.04%	78
2013 Q4	$84K	Hold	919	–	–	0.04%	75
2013 Q3	$82K	Hold	919	–	–	0.04%	77
2013 Q2	$79K	Buy	+919	New	+$77.6K	0.04%	77

Other funds holding OXY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Exchange Capital Management's OXY Position: Q1 2015 in Review

Exchange Capital Management sold out of Occidental Petroleum (OXY) in Q1 2015, closing a stake of 62 shares — an estimated $5K sold.

Exchange Capital Management first reported a position in OXY in Q2 2013 and held it in 5 quarters. The position peaked at $84K in Q1 2014. 1,057 funds tracked by Wall St. Rank hold OXY as of Q1 2015.

Exchange Capital Management reported no remaining Occidental Petroleum position as of Q1 2015 after selling out during the quarter.
Exchange Capital Management sold 62 Occidental Petroleum shares in Q1 2015, an estimated $5K.
Exchange Capital Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 5 quarters.
Exchange Capital Management's Occidental Petroleum position peaked at $84K in Q1 2014.
1,057 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2015.

Based on Exchange Capital Management's 13F filing for Q1 2015, filed 17 Apr 2015.