Bank of Montreal’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $48.9M | Sell |
1,005,807
-172,359
| -15% | -$9.79M | 0.02% | 615 |
|
|
2026
Q1 | $76.6M | Buy |
1,178,166
+21,492
| +2% | +$1.08M | 0.03% | 425 |
|
|
2025
Q4 | $47.6M | Buy |
1,156,674
+47,502
| +4% | +$1.98M | 0.02% | 573 |
|
|
2025
Q3 | $52.4M | Sell |
1,109,172
-573,463
| -34% | -$25.9M | 0.02% | 481 |
|
|
2025
Q2 | $70.7M | Buy |
1,682,635
+611,281
| +57% | +$25.5M | 0.03% | 343 |
|
|
2025
Q1 | $52.9M | Sell |
1,071,354
-110,131
| -9% | -$5.38M | 0.03% | 418 |
|
|
2024
Q4 | $58.4M | Sell |
1,181,485
-66,266
| -5% | -$3.35M | 0.03% | 415 |
|
|
2024
Q3 | $63.7M | Sell |
1,247,751
-827,522
| -40% | -$47.2M | 0.03% | 400 |
|
|
2024
Q2 | $131M | Buy |
2,075,273
+30,259
| +1% | +$1.94M | 0.04% | 249 |
|
|
2024
Q1 | $131M | Sell |
2,045,014
-6,352
| -0.3% | -$379K | 0.04% | 251 |
|
|
2023
Q4 | $124M | Sell |
2,051,366
-134,484
| -6% | -$8.21M | 0.04% | 263 |
|
|
2023
Q3 | $146M | Buy |
2,185,850
+374,346
| +21% | +$23.6M | 0.05% | 207 |
|
|
2023
Q2 | $108M | Sell |
1,811,504
-123,342
| -6% | -$7.4M | 0.04% | 242 |
|
|
2023
Q1 | $121M | Buy |
1,934,846
+266,979
| +16% | +$16.6M | 0.05% | 213 |
|
|
2022
Q4 | $108M | Sell |
1,667,867
-342,842
| -17% | -$23.3M | 0.05% | 233 |
|
|
2022
Q3 | $125K | Sell |
2,010,709
-269,029
| -12% | -$17.2M | 0.05% | 202 |
|
|
2022
Q2 | $141K | Sell |
2,279,738
-91,257
| -4% | -$5.61M | 0.07% | 196 |
|
|
2022
Q1 | $136M | Sell |
2,370,995
-1,806,394
| -43% | -$79.9M | 0.07% | 214 |
|
|
2021
Q4 | $121M | Sell |
4,177,389
-799,777
| -16% | -$25.1M | 0.06% | 228 |
|
|
2021
Q3 | $150M | Sell |
4,977,166
-371,558
| -7% | -$9.92M | 0.07% | 242 |
|
|
2021
Q2 | $176M | Buy |
5,348,724
+883,416
| +20% | +$23.7M | 0.09% | 197 |
|
|
2021
Q1 | $110M | Buy |
4,465,308
+822,641
| +23% | +$20.6M | 0.07% | 234 |
|
|
2020
Q4 | $73.1M | Buy |
3,642,667
+625,918
| +21% | +$8.58M | 0.05% | 321 |
|
|
2020
Q3 | $30.6M | Buy |
3,016,749
+176,498
| +6% | +$2.49M | 0.03% | 455 |
|
|
2020
Q2 | $46.2M | Buy |
2,840,251
+552,335
| +24% | +$8.7M | 0.04% | 344 |
|
|
2020
Q1 | $29.2M | Buy |
2,287,916
+1,040,862
| +83% | +$34.2M | 0.03% | 395 |
|
|
2019
Q4 | $51.4M | Buy |
1,247,054
+145,089
| +13% | +$5.81M | 0.04% | 393 |
|
|
2019
Q3 | $49M | Sell |
1,101,965
-115,033
| -9% | -$5.44M | 0.04% | 368 |
|
|
2019
Q2 | $61.2M | Buy |
1,216,998
+264,808
| +28% | +$14.9M | 0.05% | 313 |
|
|
2019
Q1 | $63M | Sell |
952,190
-421,819
| -31% | -$27.8M | 0.05% | 286 |
|
|
2018
Q4 | $84.3M | Buy |
1,374,009
+118,253
| +9% | +$8.31M | 0.08% | 216 |
|
|
2018
Q3 | $103M | Sell |
1,255,756
-224,368
| -15% | -$18.1M | 0.08% | 228 |
|
|
2018
Q2 | $124M | Sell |
1,480,124
-185,224
| -11% | -$14.8M | 0.1% | 187 |
|
|
2018
Q1 | $108M | Buy |
1,665,348
+127,418
| +8% | +$8.91M | 0.1% | 210 |
|
|
2017
Q4 | $113M | Sell |
1,537,930
-60,442
| -4% | -$4.1M | 0.1% | 204 |
|
|
2017
Q3 | $103M | Sell |
1,598,372
-126,800
| -7% | -$7.72M | 0.09% | 193 |
|
|
2017
Q2 | $103M | Buy |
1,725,172
+346,679
| +25% | +$21.2M | 0.1% | 193 |
|
|
2017
Q1 | $87.3M | Sell |
1,378,493
-845,778
| -38% | -$56.3M | 0.08% | 201 |
|
|
2016
Q4 | $159M | Buy |
2,224,271
+772,724
| +53% | +$54.9M | 0.17% | 124 |
|
|
2016
Q3 | $106M | Buy |
1,451,547
+500,124
| +53% | +$37.4M | 0.12% | 162 |
|
|
2016
Q2 | $71.9M | Buy |
951,423
+3,210
| +0.3% | +$240K | 0.08% | 210 |
|
|
2016
Q1 | $64.9M | Buy |
948,213
+184,664
| +24% | +$12.4M | 0.07% | 199 |
|
|
2015
Q4 | $51.5M | Buy |
763,549
+40,071
| +6% | +$2.88M | 0.06% | 248 |
|
|
2015
Q3 | $47.8M | Sell |
723,478
-117,597
| -14% | -$8.21M | 0.07% | 257 |
|
|
2015
Q2 | $65.3M | Sell |
841,075
-742,754
| -47% | -$58M | 0.08% | 235 |
|
|
2015
Q1 | $115M | Buy |
1,583,829
+304,816
| +24% | +$23.6M | 0.13% | 149 |
|
|
2014
Q4 | $103M | Sell |
1,279,013
-243,411
| -16% | -$20.2M | 0.12% | 157 |
|
|
2014
Q3 | $140M | Buy |
1,522,424
+283,630
| +23% | +$27.2M | 0.16% | 125 |
|
|
2014
Q2 | $122M | Buy |
1,238,794
+896,600
| +262% | +$84.3M | 0.14% | 139 |
|
|
2014
Q1 | $31.2M | Buy |
342,194
+52,214
| +18% | +$4.67M | 0.04% | 313 |
|
|
2013
Q4 | $26.4M | Buy |
289,980
+69,499
| +32% | +$6.35M | 0.04% | 329 |
|
|
2013
Q3 | $19.8M | Sell |
220,481
-18,520
| -8% | -$1.59M | 0.03% | 347 |
|
|
2013
Q2 | $20.4M | Buy |
+239,001
| New | +$20.2M | 0.04% | 310 |
|
Other funds holding OXY
VCM
VPM
Bank of Montreal's OXY Position: Q2 2026 in Review
Bank of Montreal reduced its Occidental Petroleum (OXY) stake by 15% in Q2 2026, selling an estimated $9.79M and leaving 1,005,807 shares worth $48.9M. The position accounts for 0.02% of the portfolio, ranked #615.
Bank of Montreal first reported a position in OXY in Q2 2013 and has held it in 53 quarters since. The position peaked at $176M in Q2 2021. 1,003 funds tracked by Wall St. Rank hold OXY as of Q2 2026.
- Bank of Montreal held 1,005,807 shares of Occidental Petroleum worth $48.9M as of Q2 2026.
- Bank of Montreal sold 172,359 Occidental Petroleum shares in Q2 2026, an estimated $9.79M.
- Occidental Petroleum made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #615 holding.
- Bank of Montreal first reported a position in Occidental Petroleum in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's Occidental Petroleum position peaked at $176M in Q2 2021.
- 1,003 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.