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McAdams Wright Ragen’s Occidental Petroleum OXY Stock Holding History

McAdams Wright Ragen’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 		$1.27M Buy
13,851
+5,174
+60% +$496K 0.07% 176
2014
Q2 		$853K Buy
8,677
+6,062
+232% +$570K 0.05% 203
2014
Q1 		$238K Buy
2,615
+59
+2% +$5.27K 0.01% 324
2013
Q4 		$232K Buy
+2,556
New +$233K 0.02% 323

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McAdams Wright Ragen's OXY Position: Q3 2014 in Review

McAdams Wright Ragen increased its Occidental Petroleum (OXY) stake by 60% in Q3 2014, buying an estimated $496K and bringing the position to 13,851 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #176.

McAdams Wright Ragen first reported a position in OXY in Q4 2013 and has held it in 4 quarters since. 1,126 funds tracked by Wall St. Rank hold OXY as of Q3 2014.

  • McAdams Wright Ragen held 13,851 shares of Occidental Petroleum worth $1.27M as of Q3 2014.
  • McAdams Wright Ragen bought 5,174 Occidental Petroleum shares in Q3 2014, an estimated $496K.
  • Occidental Petroleum made up 0.07% of McAdams Wright Ragen's portfolio in Q3 2014, its #176 holding.
  • McAdams Wright Ragen first reported a position in Occidental Petroleum in Q4 2013 and has held it in 4 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.