Guardian Investor Services’s Occidental Petroleum OXY Stock Holding History

Guardian Investor 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
2015 Q1	$389K	Sell	5,331 -44	-0.8%	-$3.4K	0.31%	80
2014 Q4	$433K	Sell	5,375 -398	-7%	-$33K	0.34%	70
2014 Q3	$532K	Sell	5,773 -398	-6%	-$38.2K	0.43%	53
2014 Q2	$607K	Sell	6,171 -317	-5%	-$29.8K	0.47%	46
2014 Q1	$592K	Sell	6,488 -250	-4%	-$22.3K	0.46%	49
2013 Q4	$614K	Hold	6,738	–	–	0.47%	47
2013 Q3	$604K	Sell	6,738 -92	-1%	-$7.91K	0.5%	41
2013 Q2	$584K	Buy	+6,830	New	+$577K	0.5%	41

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

Guardian Investor Services's OXY Position: Q1 2015 in Review

Guardian Investor Services reduced its Occidental Petroleum (OXY) stake by 0.82% in Q1 2015, selling an estimated $3.4K and leaving 5,331 shares worth $389K. The position accounts for 0.31% of the portfolio, ranked #80.

Guardian Investor Services first reported a position in OXY in Q2 2013 and has held it in 8 quarters since. The position peaked at $614K in Q4 2013. 1,058 funds tracked by Wall St. Rank hold OXY as of Q1 2015.

Guardian Investor Services held 5,331 shares of Occidental Petroleum worth $389K as of Q1 2015.
Guardian Investor Services sold 44 Occidental Petroleum shares in Q1 2015, an estimated $3.4K.
Occidental Petroleum made up 0.31% of Guardian Investor Services's portfolio in Q1 2015, its #80 holding.
Guardian Investor Services first reported a position in Occidental Petroleum in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Occidental Petroleum position peaked at $614K in Q4 2013.
1,058 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.