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Anchor Capital Advisors’s Occidental Petroleum OXY Stock Holding History

Anchor Capital Advisors’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
2020
Q3 		– Sell
-10,800
Closed -$198K – 253
2020
Q2 		$198K Hold
10,800
– – 0.01% 242
2020
Q1 		$125K Sell
10,800
-43,416
-80% -$1.43M ﹤0.01% 238
2019
Q4 		$2.23M Sell
54,216
-226,389
-81% -$9.07M 0.05% 129
2019
Q3 		$12.5M Sell
280,605
-12,072
-4% -$571K 0.45% 88
2019
Q2 		$14.7M Sell
292,677
-87,993
-23% -$4.95M 0.53% 87
2019
Q1 		$25.2K Buy
380,670
+28,927
+8% +$1.91M 0.53% 45
2018
Q4 		$21.6M Sell
351,743
-21,694
-6% -$1.52M 0.88% 47
2018
Q3 		$30.7M Sell
373,437
-17,322
-4% -$1.4M 1.12% 28
2018
Q2 		$32.7M Sell
390,759
-25,618
-6% -$2.05M 1.2% 23
2018
Q1 		$27M Buy
416,377
+3,378
+0.8% +$236K 0.94% 38
2017
Q4 		$30.4M Buy
412,999
+1,948
+0.5% +$132K 1.07% 28
2017
Q3 		$26.4M Buy
411,051
+1,333
+0.3% +$81.2K 0.95% 38
2017
Q2 		$24.5M Sell
409,718
-5,480
-1% -$335K 0.9% 44
2017
Q1 		$26.3M Buy
415,198
+5,731
+1% +$381K 0.91% 43
2016
Q4 		$29.2M Buy
409,467
+152,450
+59% +$10.8M 1.11% 33
2016
Q3 		$18.7M Sell
257,017
-65,822
-20% -$4.93M 0.63% 69
2016
Q2 		$24.4M Buy
322,839
+13,493
+4% +$1.01M 0.62% 68
2016
Q1 		$21.2M Buy
309,346
+57,306
+23% +$3.84M 0.51% 74
2015
Q4 		$17M Sell
252,040
-18,160
-7% -$1.31M 0.43% 76
2015
Q3 		$17.8M Sell
270,200
-1,243
-0.5% -$86.8K 0.46% 76
2015
Q2 		$21.1M Sell
271,443
-302
-0.1% -$23.6K 0.47% 78
2015
Q1 		$19.8M Sell
271,745
-22,470
-8% -$1.74M 0.43% 83
2014
Q4 		$23.7M Sell
294,215
-72,293
-20% -$6M 0.48% 79
2014
Q3 		$33.8M Sell
366,508
-16,532
-4% -$1.59M 0.7% 63
2014
Q2 		$37.7M Buy
383,040
+46,190
+14% +$4.34M 0.73% 58
2014
Q1 		$30.8M Buy
336,850
+5,798
+2% +$518K 0.61% 65
2013
Q4 		$30.2M Buy
331,052
+1,875
+0.6% +$171K 0.6% 65
2013
Q3 		$29.5M Buy
329,177
+90,358
+38% +$7.77M 0.64% 59
2013
Q2 		$20.4M Buy
+238,819
New +$20.2M 0.44% 71

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Anchor Capital Advisors's OXY Position: Q3 2020 in Review

Anchor Capital Advisors sold out of Occidental Petroleum (OXY) in Q3 2020, closing a stake of 10,800 shares — an estimated $198K sold.

Anchor Capital Advisors first reported a position in OXY in Q2 2013 and held it in 29 quarters. The position peaked at $37.7M in Q2 2014. 680 funds tracked by Wall St. Rank hold OXY as of Q3 2020.

  • Anchor Capital Advisors reported no remaining Occidental Petroleum position as of Q3 2020 after selling out during the quarter.
  • Anchor Capital Advisors sold 10,800 Occidental Petroleum shares in Q3 2020, an estimated $198K.
  • Anchor Capital Advisors first reported a position in Occidental Petroleum in Q2 2013 and held it in 29 quarters.
  • Anchor Capital Advisors's Occidental Petroleum position peaked at $37.7M in Q2 2014.
  • 680 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2020.

Based on Anchor Capital Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.