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Schaller Investment Group’s Occidental Petroleum OXY Stock Holding History

Schaller Investment 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
2014
Q4 		– Sell
-2,192
Closed -$202K – 40
2014
Q3 		$202K Hold
2,192
– – 0.12% 41
2014
Q2 		$216K Hold
2,192
– – 0.13% 43
2014
Q1 		$200K Buy
+2,192
New +$196K 0.12% 42

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

Schaller Investment Group's OXY Position: Q4 2014 in Review

Schaller Investment Group sold out of Occidental Petroleum (OXY) in Q4 2014, closing a stake of 2,192 shares — an estimated $202K sold.

Schaller Investment Group first reported a position in OXY in Q1 2014 and held it in 3 quarters. The position peaked at $216K in Q2 2014. 1,081 funds tracked by Wall St. Rank hold OXY as of Q4 2014.

  • Schaller Investment Group reported no remaining Occidental Petroleum position as of Q4 2014 after selling out during the quarter.
  • Schaller Investment Group sold 2,192 Occidental Petroleum shares in Q4 2014, an estimated $202K.
  • Schaller Investment Group first reported a position in Occidental Petroleum in Q1 2014 and held it in 3 quarters.
  • Schaller Investment Group's Occidental Petroleum position peaked at $216K in Q2 2014.
  • 1,081 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2014.

Based on Schaller Investment Group's 13F filing for Q4 2014, filed 11 Feb 2015.