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American Assets Investment Management’s Occidental Petroleum OXY Stock Holding History

American Assets Investment 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
2019
Q4 		– Sell
-5,000
Closed -$222K – 179
2019
Q3 		$222K Hold
5,000
– – 0.04% 173
2019
Q2 		$251K Buy
+5,000
New +$281K 0.04% 173
2015
Q3 		– Sell
-3,205
Closed -$249K – 125
2015
Q2 		$249K Hold
3,205
– – 0.07% 111
2015
Q1 		$234K Hold
3,205
– – 0.07% 107
2014
Q4 		$258K Buy
+3,205
New +$266K 0.08% 104

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

American Assets Investment Management's OXY Position: Q4 2019 in Review

American Assets Investment Management sold out of Occidental Petroleum (OXY) in Q4 2019, closing a stake of 5,000 shares — an estimated $222K sold.

American Assets Investment Management first reported a position in OXY in Q4 2014 and held it in 5 quarters. The position peaked at $258K in Q4 2014. 1,049 funds tracked by Wall St. Rank hold OXY as of Q4 2019.

  • American Assets Investment Management reported no remaining Occidental Petroleum position as of Q4 2019 after selling out during the quarter.
  • American Assets Investment Management sold 5,000 Occidental Petroleum shares in Q4 2019, an estimated $222K.
  • American Assets Investment Management first reported a position in Occidental Petroleum in Q4 2014 and held it in 5 quarters.
  • American Assets Investment Management's Occidental Petroleum position peaked at $258K in Q4 2014.
  • 1,049 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2019.

Based on American Assets Investment Management's 13F filing for Q4 2019, filed 28 Jan 2020.