BIA
OXY icon

BMT Investment Advisors’s Occidental Petroleum OXY Stock Holding History

BMT Investment 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
2019
Q3 		– Sell
-17,745
Closed -$892K – 84
2019
Q2 		$892K Sell
17,745
-17,745
-50% -$999K 0.47% 80
2019
Q1 		$2.35M Buy
35,490
+996
+3% +$65.6K 1.28% 32
2018
Q4 		$2.12M Buy
34,494
+2,441
+8% +$172K 1.34% 29
2018
Q3 		$2.63M Buy
32,053
+500
+2% +$40.4K 1.51% 15
2018
Q2 		$2.64M Buy
31,553
+1,803
+6% +$144K 1.68% 9
2018
Q1 		$1.93M Buy
29,750
+4,534
+18% +$317K 1.3% 34
2017
Q4 		$1.86M Buy
25,216
+6,229
+33% +$423K 1.35% 18
2017
Q3 		$1.22M Buy
+18,987
New +$1.16M 1.12% 61

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BMT Investment Advisors's OXY Position: Q3 2019 in Review

BMT Investment Advisors sold out of Occidental Petroleum (OXY) in Q3 2019, closing a stake of 17,745 shares — an estimated $892K sold.

BMT Investment Advisors first reported a position in OXY in Q3 2017 and held it in 8 quarters. The position peaked at $2.64M in Q2 2018. 1,077 funds tracked by Wall St. Rank hold OXY as of Q3 2019.

  • BMT Investment Advisors reported no remaining Occidental Petroleum position as of Q3 2019 after selling out during the quarter.
  • BMT Investment Advisors sold 17,745 Occidental Petroleum shares in Q3 2019, an estimated $892K.
  • BMT Investment Advisors first reported a position in Occidental Petroleum in Q3 2017 and held it in 8 quarters.
  • BMT Investment Advisors's Occidental Petroleum position peaked at $2.64M in Q2 2018.
  • 1,077 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2019.

Based on BMT Investment Advisors's 13F filing for Q3 2019, filed 24 Oct 2019.