Gary Goldberg Planning Services’s Occidental Petroleum OXY Stock Holding History

Gary Goldberg Planning Services’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 Q4	$2K	Sell	26 -1	-4%	-$83	﹤0.01%	428
2014 Q3	$2K	Buy	+27	New	+$2.59K	﹤0.01%	458
2014 Q2	–	Sell	-2	Closed	–	–	449
2014 Q1	$0	Buy	+2	New	+$179	﹤0.01%	433
2013 Q4	–	Sell	-65	Closed	-$6K	–	349
2013 Q3	$6K	Buy	65 +1	+2%	+$86	﹤0.01%	315
2013 Q2	$5K	Buy	+64	New	+$5.41K	﹤0.01%	327

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

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

BIT

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

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

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

BFA

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Gary Goldberg Planning Services's OXY Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Occidental Petroleum (OXY) stake by 3.7% in Q4 2014, selling an estimated $83 and leaving 26 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Gary Goldberg Planning Services first reported a position in OXY in Q2 2013 and has held it in 5 quarters since. The position peaked at $6K in Q3 2013. 1,080 funds tracked by Wall St. Rank hold OXY as of Q4 2014.

Gary Goldberg Planning Services held 26 shares of Occidental Petroleum worth $2K as of Q4 2014.
Gary Goldberg Planning Services sold 1 Occidental Petroleum share in Q4 2014, an estimated $83.
Occidental Petroleum made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #428 holding.
Gary Goldberg Planning Services first reported a position in Occidental Petroleum in Q2 2013 and has held it in 5 quarters since.
Gary Goldberg Planning Services's Occidental Petroleum position peaked at $6K in Q3 2013.
1,080 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.