Robert N. Shapiro’s Occidental Petroleum OXY Stock Holding History

Robert N. Shapiro’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	$59K	Sell	736 -2,651	-78%	-$220K	0.01%	426
2014 Q3	$311K	Sell	3,387 -517	-13%	-$49.6K	0.06%	228
2014 Q2	$384K	Sell	3,904 -14,147	-78%	-$1.33M	0.07%	207
2014 Q1	$1.65M	Sell	18,051 -304	-2%	-$27.2K	0.3%	107
2013 Q4	$1.67M	Sell	18,355 -3,921	-18%	-$358K	0.3%	104
2013 Q3	$2M	Buy	22,276 +11,396	+105%	+$979K	0.35%	92
2013 Q2	$931K	Buy	+10,880	New	+$919K	0.2%	127

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

Robert N. Shapiro's OXY Position: Q4 2014 in Review

Robert N. Shapiro reduced its Occidental Petroleum (OXY) stake by 78% in Q4 2014, selling an estimated $220K and leaving 736 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #426.

Robert N. Shapiro first reported a position in OXY in Q2 2013 and has held it in 7 quarters since. The position peaked at $2M in Q3 2013. 1,081 funds tracked by Wall St. Rank hold OXY as of Q4 2014.

Robert N. Shapiro held 736 shares of Occidental Petroleum worth $59K as of Q4 2014.
Robert N. Shapiro sold 2,651 Occidental Petroleum shares in Q4 2014, an estimated $220K.
Occidental Petroleum made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #426 holding.
Robert N. Shapiro first reported a position in Occidental Petroleum in Q2 2013 and has held it in 7 quarters since.
Robert N. Shapiro's Occidental Petroleum position peaked at $2M in Q3 2013.
1,081 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.