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Stifel Nicolaus & Co’s Occidental Petroleum OXY Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$10.3M Buy
115,179
+8,749
+8% +$752K 0.17% 142
2013
Q2 		$9.1M Buy
+106,430
New +$8.99M 0.16% 146

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stifel Nicolaus & Co's OXY Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Occidental Petroleum (OXY) stake by 8.2% in Q3 2013, buying an estimated $752K and bringing the position to 115,179 shares worth $10.3M. The position accounts for 0.17% of the portfolio, ranked #142.

Stifel Nicolaus & Co first reported a position in OXY in Q2 2013 and has held it in 2 quarters since. 1,007 funds tracked by Wall St. Rank hold OXY as of Q3 2013.

  • Stifel Nicolaus & Co held 115,179 shares of Occidental Petroleum worth $10.3M as of Q3 2013.
  • Stifel Nicolaus & Co bought 8,749 Occidental Petroleum shares in Q3 2013, an estimated $752K.
  • Occidental Petroleum made up 0.17% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #142 holding.
  • Stifel Nicolaus & Co first reported a position in Occidental Petroleum in Q2 2013 and has held it in 2 quarters since.
  • 1,007 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.