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BTC Capital Management’s Occidental Petroleum OXY Stock Holding History

BTC Capital 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
-6,040
Closed -$249K – 178
2019
Q4 		$249K Hold
6,040
– – 0.04% 167
2019
Q3 		$269K Sell
6,040
-1,331
-18% -$62.9K 0.04% 157
2019
Q2 		$371K Sell
7,371
-15,712
-68% -$884K 0.06% 150
2019
Q1 		$1.53M Buy
23,083
+1,948
+9% +$128K 0.24% 101
2018
Q4 		$1.3M Buy
21,135
+4,436
+27% +$312K 0.23% 106
2018
Q3 		$1.37M Buy
+16,699
New +$1.35M 0.23% 102
2018
Q1 		– Sell
-10,208
Closed -$752K – 189
2017
Q4 		$752K Sell
10,208
-1,415
-12% -$96K 0.13% 115
2017
Q3 		$746K Sell
11,623
-18,117
-61% -$1.1M 0.13% 116
2017
Q2 		$1.78M Sell
29,740
-115
-0.4% -$7.04K 0.32% 94
2017
Q1 		$1.89M Buy
29,855
+3,698
+14% +$246K 0.35% 92
2016
Q4 		$1.86M Sell
26,157
-678
-3% -$48.2K 0.37% 93
2016
Q3 		$1.96M Buy
26,835
+2,397
+10% +$179K 0.41% 90
2016
Q2 		$1.85M Buy
24,438
+1,779
+8% +$133K 0.4% 91
2016
Q1 		$1.55M Buy
22,659
+12,532
+124% +$840K 0.36% 96
2015
Q4 		$683K Buy
10,127
+1,585
+19% +$114K 0.16% 113
2015
Q3 		$567K Buy
+8,542
New +$596K 0.14% 118

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

BTC Capital Management's OXY Position: Q1 2020 in Review

BTC Capital Management sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 6,040 shares — an estimated $249K sold.

BTC Capital Management first reported a position in OXY in Q3 2015 and held it in 16 quarters. The position peaked at $1.96M in Q3 2016. 799 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • BTC Capital Management reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • BTC Capital Management sold 6,040 Occidental Petroleum shares in Q1 2020, an estimated $249K.
  • BTC Capital Management first reported a position in Occidental Petroleum in Q3 2015 and held it in 16 quarters.
  • BTC Capital Management's Occidental Petroleum position peaked at $1.96M in Q3 2016.
  • 799 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on BTC Capital Management's 13F filing for Q1 2020, filed 6 May 2020.