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Schnieders Capital Management’s Occidental Petroleum OXY Stock Holding History

Schnieders Capital 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
-2,586
Closed -$238K – 133
2014
Q3 		$238K Sell
2,586
-2,668
-51% -$256K 0.18% 112
2014
Q2 		$517K Buy
+5,254
New +$494K 0.36% 75

Other funds holding OXY

Vanguard Group
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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

Schnieders Capital Management's OXY Position: Q4 2014 in Review

Schnieders Capital Management sold out of Occidental Petroleum (OXY) in Q4 2014, closing a stake of 2,586 shares — an estimated $238K sold.

Schnieders Capital Management first reported a position in OXY in Q2 2014 and held it in 2 quarters. The position peaked at $517K in Q2 2014. 1,081 funds tracked by Wall St. Rank hold OXY as of Q4 2014.

  • Schnieders Capital Management reported no remaining Occidental Petroleum position as of Q4 2014 after selling out during the quarter.
  • Schnieders Capital Management sold 2,586 Occidental Petroleum shares in Q4 2014, an estimated $238K.
  • Schnieders Capital Management first reported a position in Occidental Petroleum in Q2 2014 and held it in 2 quarters.
  • Schnieders Capital Management's Occidental Petroleum position peaked at $517K in Q2 2014.
  • 1,081 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2014.

Based on Schnieders Capital Management's 13F filing for Q4 2014, filed 10 Feb 2015.