Bank of Montreal
OXY icon

Bank of Montreal’s Occidental Petroleum OXY Stock Holding History

Bank of Montreal’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
2026
Q2 		$389K Sell
8,000
-17,500
-69% -$994K ﹤0.01% 2613
2026
Q1 		$1.66M Sell
25,500
-66,100
-72% -$3.32M ﹤0.01% 1759
2025
Q4 		$3.77M Sell
91,600
-150,000
-62% -$6.26M ﹤0.01% 1438
2025
Q3 		$11.4M Buy
241,600
+100
+0% +$4.52K ﹤0.01% 998
2025
Q2 		$10.1M Buy
+241,500
New +$10.1M ﹤0.01% 970
2023
Q2 		– Sell
-30,000
Closed -$1.88M – 4215
2023
Q1 		$1.88M Buy
+30,000
New +$1.86M ﹤0.01% 1712
2021
Q2 		– Sell
-293,300
Closed -$7.25M – 4580
2021
Q1 		$7.25M Hold
293,300
– – ﹤0.01% 1167
2020
Q4 		$5.89M Hold
293,300
– – ﹤0.01% 1295
2020
Q3 		$2.97M Buy
+293,300
New +$4.14M ﹤0.01% 1481
2019
Q3 		– Sell
-10,000
Closed -$503K – 4918
2019
Q2 		$503K Hold
10,000
– – ﹤0.01% 2421
2019
Q1 		$662K Buy
+10,000
New +$659K ﹤0.01% 2185
2018
Q3 		– Sell
-46,700
Closed -$3.91M – 4848
2018
Q2 		$3.91M Buy
+46,700
New +$3.73M ﹤0.01% 1298
2017
Q4 		– Sell
-12,500
Closed -$803K – 4286
2017
Q3 		$803K Sell
12,500
-13,900
-53% -$847K ﹤0.01% 2074
2017
Q2 		$1.58M Buy
+26,400
New +$1.62M ﹤0.01% 1753
2016
Q3 		– Sell
-50,000
Closed -$3.78M – 4151
2016
Q2 		$3.78M Buy
+50,000
New +$3.74M ﹤0.01% 1206
2015
Q1 		– Sell
-44,075
Closed -$3.55M – 4141
2014
Q4 		$3.55M Sell
44,075
-127,208
-74% -$10.6M ﹤0.01% 1167
2014
Q3 		$15.8M Sell
171,283
-140,910
-45% -$13.5M 0.02% 592
2014
Q2 		$30.7M Buy
312,193
+54,068
+21% +$5.08M 0.03% 356
2014
Q1 		$23.6M Sell
258,125
-62,940
-20% -$5.62M 0.03% 389
2013
Q4 		$29.3M Sell
321,065
-7,724
-2% -$705K 0.04% 306
2013
Q3 		$29.5M Buy
328,789
+193,098
+142% +$16.6M 0.05% 270
2013
Q2 		$11.6M Buy
+135,691
New +$11.5M 0.02% 449

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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. 1,243 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.
  • 1,243 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.