KMS Financial Services’s Occidental Petroleum OXY Stock Holding History

KMS Financial 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 Q3	$414K	Buy	4,480 +36	+0.8%	+$3.45K	0.06%	304
2014 Q2	$437K	Sell	4,444 -30	-0.7%	-$2.82K	0.06%	305
2014 Q1	$409K	Sell	4,474 -24	-0.5%	-$2.15K	0.06%	302
2013 Q4	$409K	Sell	4,498 -231	-5%	-$21.1K	0.07%	311
2013 Q3	$424K	Buy	4,729 +72	+2%	+$6.19K	0.1%	225
2013 Q2	$399K	Buy	+4,657	New	+$393K	0.11%	221

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KMS Financial Services's OXY Position: Q3 2014 in Review

KMS Financial Services increased its Occidental Petroleum (OXY) stake by 0.81% in Q3 2014, buying an estimated $3.45K and bringing the position to 4,480 shares worth $414K. The position accounts for 0.06% of the portfolio, ranked #304.

KMS Financial Services first reported a position in OXY in Q2 2013 and has held it in 6 quarters since. The position peaked at $437K in Q2 2014. 1,127 funds tracked by Wall St. Rank hold OXY as of Q3 2014.

KMS Financial Services held 4,480 shares of Occidental Petroleum worth $414K as of Q3 2014.
KMS Financial Services bought 36 Occidental Petroleum shares in Q3 2014, an estimated $3.45K.
Occidental Petroleum made up 0.06% of KMS Financial Services's portfolio in Q3 2014, its #304 holding.
KMS Financial Services first reported a position in Occidental Petroleum in Q2 2013 and has held it in 6 quarters since.
KMS Financial Services's Occidental Petroleum position peaked at $437K in Q2 2014.
1,127 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.