KFS
OXY icon

Kurt F. Somerville’s Occidental Petroleum OXY Stock Holding History

Kurt F. Somerville’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
2013
Q4 		– Sell
-2,505
Closed -$224K – 109
2013
Q3 		$224K Hold
2,505
– – 0.09% 102
2013
Q2 		$215K Buy
+2,505
New +$212K 0.09% 103

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kurt F. Somerville's OXY Position: Q4 2013 in Review

Kurt F. Somerville sold out of Occidental Petroleum (OXY) in Q4 2013, closing a stake of 2,505 shares — an estimated $224K sold.

Kurt F. Somerville first reported a position in OXY in Q2 2013 and held it in 2 quarters. The position peaked at $224K in Q3 2013. 1,077 funds tracked by Wall St. Rank hold OXY as of Q4 2013.

  • Kurt F. Somerville reported no remaining Occidental Petroleum position as of Q4 2013 after selling out during the quarter.
  • Kurt F. Somerville sold 2,505 Occidental Petroleum shares in Q4 2013, an estimated $224K.
  • Kurt F. Somerville first reported a position in Occidental Petroleum in Q2 2013 and held it in 2 quarters.
  • Kurt F. Somerville's Occidental Petroleum position peaked at $224K in Q3 2013.
  • 1,077 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2013.

Based on Kurt F. Somerville's 13F filing for Q4 2013, filed 28 May 2014.