CIA
OXY icon

Cascade Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Cascade 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
2020
Q1 		– Sell
-15,605
Closed -$643K – 250
2019
Q4 		$643K Sell
15,605
-1,140
-7% -$45.7K 0.49% 85
2019
Q3 		$745K Buy
16,745
+2,295
+16% +$109K 0.57% 77
2019
Q2 		$727K Buy
14,450
+535
+4% +$30.1K 0.62% 75
2019
Q1 		$921K Buy
13,915
+1,120
+9% +$73.8K 0.83% 61
2018
Q4 		$785K Buy
12,795
+500
+4% +$35.1K 0.79% 62
2018
Q3 		$1.01M Sell
12,295
-25
-0.2% -$2.02K 0.85% 58
2018
Q2 		$1.03M Sell
12,320
-385
-3% -$30.8K 0.92% 53
2018
Q1 		$825K Buy
12,705
+1,657
+15% +$116K 0.65% 71
2017
Q4 		$814K Buy
11,048
+10,923
+8,738% +$741K 0.65% 74
2017
Q3 		$8.03K Hold
125
– – 0.01% 159
2017
Q2 		$7.48K Hold
125
– – 0.01% 162
2017
Q1 		$7.92K Sell
125
-350
-74% -$23.3K 0.01% 145
2016
Q4 		$33.8K Buy
+475
New +$33.7K 0.03% 123
2016
Q2 		$24.2K Buy
+320
New +$23.9K 0.02% 121

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

Cascade Investment Advisors's OXY Position: Q1 2020 in Review

Cascade Investment Advisors sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 15,605 shares — an estimated $643K sold.

Cascade Investment Advisors first reported a position in OXY in Q2 2016 and held it in 14 quarters. The position peaked at $1.03M in Q2 2018. 800 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • Cascade Investment Advisors reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • Cascade Investment Advisors sold 15,605 Occidental Petroleum shares in Q1 2020, an estimated $643K.
  • Cascade Investment Advisors first reported a position in Occidental Petroleum in Q2 2016 and held it in 14 quarters.
  • Cascade Investment Advisors's Occidental Petroleum position peaked at $1.03M in Q2 2018.
  • 800 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on Cascade Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.