Mark Morris et al’s Occidental Petroleum OXY Stock Holding History

Mark Morris et al’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 Q2	$80K	Buy	+939	New	+$79.3K	0.03%	86

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Mark Morris et al's OXY Position: Q2 2013 in Review

Mark Morris et al opened a new position in Occidental Petroleum (OXY) in Q2 2013: 939 shares worth $80K. The stake represents 0.03% of the portfolio and ranks #86 among its holdings.

991 funds tracked by Wall St. Rank hold OXY as of Q2 2013.

Mark Morris et al held 939 shares of Occidental Petroleum worth $80K as of Q2 2013.
Occidental Petroleum was a new Mark Morris et al position in Q2 2013.
Occidental Petroleum made up 0.03% of Mark Morris et al's portfolio in Q2 2013, its #86 holding.
991 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2013.

Based on Mark Morris et al's 13F filing for Q2 2013, filed 13 Aug 2013.