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Gruss & Co’s Occidental Petroleum OXY Stock Holding History

Gruss & Co’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
Q1 		– Sell
-10,438
Closed -$951K – 58
2013
Q4 		$951K Sell
10,438
-15,656
-60% -$1.43M 1.09% 34
2013
Q3 		$2.34M Buy
+26,094
New +$2.24M 2.83% 10

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 $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Gruss & Co's OXY Position: Q1 2014 in Review

Gruss & Co sold out of Occidental Petroleum (OXY) in Q1 2014, closing a stake of 10,438 shares — an estimated $951K sold.

Gruss & Co first reported a position in OXY in Q3 2013 and held it in 2 quarters. The position peaked at $2.34M in Q3 2013. 1,107 funds tracked by Wall St. Rank hold OXY as of Q1 2014.

  • Gruss & Co reported no remaining Occidental Petroleum position as of Q1 2014 after selling out during the quarter.
  • Gruss & Co sold 10,438 Occidental Petroleum shares in Q1 2014, an estimated $951K.
  • Gruss & Co first reported a position in Occidental Petroleum in Q3 2013 and held it in 2 quarters.
  • Gruss & Co's Occidental Petroleum position peaked at $2.34M in Q3 2013.
  • 1,107 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2014.

Based on Gruss & Co's 13F filing for Q1 2014, filed 8 May 2014.