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New Harbor Financial Group’s Occidental Petroleum OXY Stock Holding History

New Harbor Financial Group’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
Q4 		– Sell
-25
Closed -$1K – 138
2015
Q3 		$1K Hold
25
– – ﹤0.01% 139
2015
Q2 		$1K Hold
25
– – ﹤0.01% 137
2015
Q1 		$2K Hold
25
– – ﹤0.01% 120
2014
Q4 		$2K Buy
+25
New +$2.08K ﹤0.01% 121

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
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

New Harbor Financial Group's OXY Position: Q4 2015 in Review

New Harbor Financial Group sold out of Occidental Petroleum (OXY) in Q4 2015, closing a stake of 25 shares — an estimated $1K sold.

New Harbor Financial Group first reported a position in OXY in Q4 2014 and held it in 4 quarters. The position peaked at $2K in Q1 2015. 1,033 funds tracked by Wall St. Rank hold OXY as of Q4 2015.

  • New Harbor Financial Group reported no remaining Occidental Petroleum position as of Q4 2015 after selling out during the quarter.
  • New Harbor Financial Group sold 25 Occidental Petroleum shares in Q4 2015, an estimated $1K.
  • New Harbor Financial Group first reported a position in Occidental Petroleum in Q4 2014 and held it in 4 quarters.
  • New Harbor Financial Group's Occidental Petroleum position peaked at $2K in Q1 2015.
  • 1,033 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2015.

Based on New Harbor Financial Group's 13F filing for Q4 2015, filed 1 Feb 2016.