Mar Vista Investment Partners’s Occidental Petroleum OXY Stock Holding History

Mar Vista Investment Partners’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 Q2	–	Sell	-612	Closed	-$45K	–	57
2015 Q1	$45K	Hold	612	–	–	﹤0.01%	44
2014 Q4	$49K	Sell	612 -775,748	-100%	-$64.4M	﹤0.01%	47
2014 Q3	$71.5M	Sell	776,360 -74	-0%	-$7.1K	4.38%	7
2014 Q2	$76.3M	Sell	776,434 -74,939	-9%	-$7.04M	4.74%	5
2014 Q1	$77.7M	Buy	851,373 +2,697	+0.3%	+$241K	4.48%	6
2013 Q4	$77.3M	Buy	848,676 +47,920	+6%	+$4.38M	4.5%	6
2013 Q3	$71.8M	Sell	800,756 -101,706	-11%	-$8.74M	4.93%	4
2013 Q2	$77.2M	Buy	+902,462	New	+$76.3M	5.01%	3

Other funds holding OXY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mar Vista Investment Partners's OXY Position: Q2 2015 in Review

Mar Vista Investment Partners sold out of Occidental Petroleum (OXY) in Q2 2015, closing a stake of 612 shares — an estimated $45K sold.

Mar Vista Investment Partners first reported a position in OXY in Q2 2013 and held it in 8 quarters. The position peaked at $77.7M in Q1 2014. 1,040 funds tracked by Wall St. Rank hold OXY as of Q2 2015.

Mar Vista Investment Partners reported no remaining Occidental Petroleum position as of Q2 2015 after selling out during the quarter.
Mar Vista Investment Partners sold 612 Occidental Petroleum shares in Q2 2015, an estimated $45K.
Mar Vista Investment Partners first reported a position in Occidental Petroleum in Q2 2013 and held it in 8 quarters.
Mar Vista Investment Partners's Occidental Petroleum position peaked at $77.7M in Q1 2014.
1,040 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2015.

Based on Mar Vista Investment Partners's 13F filing for Q2 2015, filed 3 Aug 2015.