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Winifred I. Li’s Occidental Petroleum OXY Stock Holding History

Winifred I. Li’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 		$153K Sell
1,903
-80
-4% -$6.64K 0.14% 135
2014
Q3 		$183K Sell
1,983
-67
-3% -$6.43K 0.17% 123
2014
Q2 		$202K Sell
2,050
-3,791
-65% -$356K 0.17% 128
2014
Q1 		$533K Sell
5,841
-1,148
-16% -$103K 0.46% 77
2013
Q4 		$637K Buy
6,989
+197
+3% +$18K 0.55% 64
2013
Q3 		$608K Buy
6,792
+1,122
+20% +$96.4K 0.56% 62
2013
Q2 		$485K Buy
+5,670
New +$479K 0.45% 76

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

Winifred I. Li's OXY Position: Q4 2014 in Review

Winifred I. Li reduced its Occidental Petroleum (OXY) stake by 4% in Q4 2014, selling an estimated $6.64K and leaving 1,903 shares worth $153K. The position accounts for 0.14% of the portfolio, ranked #135.

Winifred I. Li first reported a position in OXY in Q2 2013 and has held it in 7 quarters since. The position peaked at $637K in Q4 2013. 1,082 funds tracked by Wall St. Rank hold OXY as of Q4 2014.

  • Winifred I. Li held 1,903 shares of Occidental Petroleum worth $153K as of Q4 2014.
  • Winifred I. Li sold 80 Occidental Petroleum shares in Q4 2014, an estimated $6.64K.
  • Occidental Petroleum made up 0.14% of Winifred I. Li's portfolio in Q4 2014, its #135 holding.
  • Winifred I. Li first reported a position in Occidental Petroleum in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Occidental Petroleum position peaked at $637K in Q4 2013.
  • 1,082 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.