PacWest Financial Management’s Occidental Petroleum OXY Stock Holding History

PacWest Financial Management’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	-2,375	Closed	-$219K	–	87
2014 Q3	$219K	Hold	2,375	–	–	0.16%	84
2014 Q2	$233K	Sell	2,375 -67	-3%	-$6.3K	0.17%	82
2014 Q1	$223K	Sell	2,442 -126	-5%	-$11.3K	0.17%	86
2013 Q4	$234	Sell	2,568 -88	-3%	-$8.04K	0.07%	88
2013 Q3	$238K	Sell	2,656 -6,910	-72%	-$594K	0.21%	84
2013 Q2	$818K	Buy	+9,566	New	+$808K	0.78%	51

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PacWest Financial Management's OXY Position: Q4 2014 in Review

PacWest Financial Management sold out of Occidental Petroleum (OXY) in Q4 2014, closing a stake of 2,375 shares — an estimated $219K sold.

PacWest Financial Management first reported a position in OXY in Q2 2013 and held it in 6 quarters. The position peaked at $818K in Q2 2013. 1,082 funds tracked by Wall St. Rank hold OXY as of Q4 2014.

PacWest Financial Management reported no remaining Occidental Petroleum position as of Q4 2014 after selling out during the quarter.
PacWest Financial Management sold 2,375 Occidental Petroleum shares in Q4 2014, an estimated $219K.
PacWest Financial Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 6 quarters.
PacWest Financial Management's Occidental Petroleum position peaked at $818K in Q2 2013.
1,082 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2014.

Based on PacWest Financial Management's 13F filing for Q4 2014, filed 25 Feb 2015.