Bank of Montreal
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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
Q1 		$1.16M Sell
17,900
-32,100
-64% -$1.61M ﹤0.01% 1955
2025
Q4 		$2.06M Hold
50,000
– – ﹤0.01% 1639
2025
Q3 		$2.36M Sell
50,000
-95,000
-66% -$4.29M ﹤0.01% 1578
2025
Q2 		$6.09M Buy
+145,000
New +$6.06M ﹤0.01% 1169
2023
Q1 		– Sell
-17,500
Closed -$1.13M – 4076
2022
Q4 		$1.13M Sell
17,500
-239,900
-93% -$16.3M ﹤0.01% 2107
2022
Q3 		$16K Buy
257,400
+239,900
+1,371% +$15.4M 0.01% 781
2022
Q2 		$1.08K Sell
17,500
-22,500
-56% -$1.38M ﹤0.01% 2252
2022
Q1 		$2.3M Buy
+40,000
New +$1.77M ﹤0.01% 1856
2021
Q1 		– Sell
-299,400
Closed -$6.01M – 5278
2020
Q4 		$6.01M Buy
+299,400
New +$4.11M ﹤0.01% 1283
2017
Q4 		– Sell
-175,000
Closed -$11.2M – 4287
2017
Q3 		$11.2M Buy
+175,000
New +$10.7M 0.01% 812
2017
Q2 		– Sell
-417,600
Closed -$26.5M – 4249
2017
Q1 		$26.5M Sell
417,600
-32,400
-7% -$2.16M 0.03% 486
2016
Q4 		$32.1M Buy
+450,000
New +$32M 0.03% 409
2015
Q1 		– Sell
-75,428
Closed -$6.07M – 4142
2014
Q4 		$6.07M Sell
75,428
-179,044
-70% -$14.9M 0.01% 968
2014
Q3 		$23.4M Sell
254,472
-142,267
-36% -$13.6M 0.03% 447
2014
Q2 		$39M Buy
396,739
+386,301
+3,701% +$36.3M 0.04% 311
2014
Q1 		$953K Sell
10,438
-6,784
-39% -$606K ﹤0.01% 1689
2013
Q4 		$1.57M Buy
17,222
+15,656
+1,000% +$1.43M ﹤0.01% 1275
2013
Q3 		$140K Hold
1,566
– – ﹤0.01% 2381
2013
Q2 		$134K Buy
+1,566
New +$132K ﹤0.01% 2326

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

Bank of Montreal's OXY Position: Q1 2026 in Review

Bank of Montreal increased its Occidental Petroleum (OXY) stake by 1.9% in Q1 2026, buying an estimated $1.08M and bringing the position to 1,178,166 shares worth $76.6M. The position accounts for 0.03% of the portfolio, ranked #425.

Bank of Montreal first reported a position in OXY in Q2 2013 and has held it in 52 quarters since. The position peaked at $176M in Q2 2021. 1,296 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Bank of Montreal held 1,178,166 shares of Occidental Petroleum worth $76.6M as of Q1 2026.
  • Bank of Montreal bought 21,492 Occidental Petroleum shares in Q1 2026, an estimated $1.08M.
  • Occidental Petroleum made up 0.03% of Bank of Montreal's portfolio in Q1 2026, its #425 holding.
  • Bank of Montreal first reported a position in Occidental Petroleum in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Occidental Petroleum position peaked at $176M in Q2 2021.
  • 1,296 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.