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National Investment Services’s Occidental Petroleum OXY Stock Holding History

National Investment 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
Q4 		– Sell
-35,632
Closed -$3.28M – 45
2014
Q3 		$3.28M Buy
+35,632
New +$3.42M 2.68% 18
2013
Q4 		– Sell
-25,984
Closed -$2.33M – 66
2013
Q3 		$2.33M Hold
25,984
– – 1.83% 17
2013
Q2 		$2.22M Buy
+25,984
New +$2.2M 1.83% 19

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

National Investment Services's OXY Position: Q4 2014 in Review

National Investment Services sold out of Occidental Petroleum (OXY) in Q4 2014, closing a stake of 35,632 shares — an estimated $3.28M sold.

National Investment Services first reported a position in OXY in Q2 2013 and held it in 3 quarters. The position peaked at $3.28M in Q3 2014. 1,081 funds tracked by Wall St. Rank hold OXY as of Q4 2014.

  • National Investment Services reported no remaining Occidental Petroleum position as of Q4 2014 after selling out during the quarter.
  • National Investment Services sold 35,632 Occidental Petroleum shares in Q4 2014, an estimated $3.28M.
  • National Investment Services first reported a position in Occidental Petroleum in Q2 2013 and held it in 3 quarters.
  • National Investment Services's Occidental Petroleum position peaked at $3.28M in Q3 2014.
  • 1,081 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2014.

Based on National Investment Services's 13F filing for Q4 2014, filed 10 Feb 2015.