Stux Capital Management’s Occidental Petroleum OXY Stock Holding History

Stux 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 Q2	$1.32M	Sell	13,465 -2,296	-15%	-$216K	0.17%	170
2014 Q1	$1.44M	Hold	15,761	–	–	0.18%	157
2013 Q4	$1.44M	Buy	15,761 +1,044	+7%	+$95.3K	0.17%	163
2013 Q3	$1.32M	Buy	14,717 +4,906	+50%	+$422K	0.18%	173
2013 Q2	$839K	Buy	+9,811	New	+$829K	0.11%	217

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Stux Capital Management's OXY Position: Q2 2014 in Review

Stux Capital Management reduced its Occidental Petroleum (OXY) stake by 15% in Q2 2014, selling an estimated $216K and leaving 13,465 shares worth $1.32M. The position accounts for 0.17% of the portfolio, ranked #170.

Stux Capital Management first reported a position in OXY in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.44M in Q1 2014. 1,159 funds tracked by Wall St. Rank hold OXY as of Q2 2014.

Stux Capital Management held 13,465 shares of Occidental Petroleum worth $1.32M as of Q2 2014.
Stux Capital Management sold 2,296 Occidental Petroleum shares in Q2 2014, an estimated $216K.
Occidental Petroleum made up 0.17% of Stux Capital Management's portfolio in Q2 2014, its #170 holding.
Stux Capital Management first reported a position in Occidental Petroleum in Q2 2013 and has held it in 5 quarters since.
Stux Capital Management's Occidental Petroleum position peaked at $1.44M in Q1 2014.
1,159 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.