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Bowling Portfolio Management’s Occidental Petroleum OXY Stock Holding History

Bowling Portfolio Management’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
Q1 		– Sell
-4,953
Closed -$204K – 375
2019
Q4 		$204K Sell
4,953
-162
-3% -$6.49K 0.03% 313
2019
Q3 		$227K Sell
5,115
-56,752
-92% -$2.68M 0.04% 317
2019
Q2 		$3.11M Buy
+61,867
New +$3.48M 0.51% 60

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Bowling Portfolio Management's OXY Position: Q1 2020 in Review

Bowling Portfolio Management sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 4,953 shares — an estimated $204K sold.

Bowling Portfolio Management first reported a position in OXY in Q2 2019 and held it in 3 quarters. The position peaked at $3.11M in Q2 2019. 799 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • Bowling Portfolio Management reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 4,953 Occidental Petroleum shares in Q1 2020, an estimated $204K.
  • Bowling Portfolio Management first reported a position in Occidental Petroleum in Q2 2019 and held it in 3 quarters.
  • Bowling Portfolio Management's Occidental Petroleum position peaked at $3.11M in Q2 2019.
  • 799 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on Bowling Portfolio Management's 13F filing for Q1 2020, filed 5 May 2020.