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Duff & Phelps Investment Management’s Occidental Petroleum OXY Stock Holding History

Duff & Phelps Investment 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
Q4 		– Sell
-10,340
Closed -$104K – 223
2020
Q3 		$104K Hold
10,340
– – ﹤0.01% 220
2020
Q2 		$189K Hold
10,340
– – ﹤0.01% 222
2020
Q1 		$120K Buy
10,340
+330
+3% +$10.8K ﹤0.01% 218
2019
Q4 		$413K Buy
10,010
+200
+2% +$8.01K 0.01% 216
2019
Q3 		$436K Buy
9,810
+1,750
+22% +$82.7K 0.01% 212
2019
Q2 		$405K Hold
8,060
– – 0.01% 237
2019
Q1 		$534K Hold
8,060
– – 0.01% 221
2018
Q4 		$495K Hold
8,060
– – 0.01% 217
2018
Q3 		$662K Buy
8,060
+100
+1% +$8.08K 0.01% 215
2018
Q2 		$666K Sell
7,960
-120
-1% -$9.59K 0.01% 216
2018
Q1 		$525K Sell
8,080
-300
-4% -$21K 0.01% 229
2017
Q4 		$617K Sell
8,380
-140
-2% -$9.5K 0.01% 229
2017
Q3 		$547K Sell
8,520
-150
-2% -$9.13K 0.01% 243
2017
Q2 		$519K Sell
8,670
-580
-6% -$35.5K 0.01% 245
2017
Q1 		$586K Sell
9,250
-230
-2% -$15.3K 0.01% 244
2016
Q4 		$675K Sell
9,480
-270
-3% -$19.2K 0.01% 236
2016
Q3 		$711K Sell
9,750
-70
-0.7% -$5.24K 0.01% 229
2016
Q2 		$742K Sell
9,820
-260
-3% -$19.4K 0.01% 210
2016
Q1 		$690K Sell
10,080
-2,496
-20% -$167K 0.01% 211
2015
Q4 		$849K Sell
12,576
-611
-5% -$44K 0.01% 212
2015
Q3 		$871K Sell
13,187
-682
-5% -$47.6K 0.01% 208
2015
Q2 		$1.08M Hold
13,869
– – 0.02% 205
2015
Q1 		$1.01M Sell
13,869
-831
-6% -$64.3K 0.01% 211
2014
Q4 		$1.18M Sell
14,700
-1,599
-10% -$133K 0.02% 201
2014
Q3 		$1.5M Sell
16,299
-1,043
-6% -$100K 0.02% 182
2014
Q2 		$1.71M Hold
17,342
– – 0.03% 162
2014
Q1 		$1.58M Sell
17,342
-146
-0.8% -$13K 0.03% 159
2013
Q4 		$1.59M Sell
17,488
-20,819
-54% -$1.9M 0.03% 163
2013
Q3 		$3.43M Hold
38,307
– – 0.06% 147
2013
Q2 		$3.27M Buy
+38,307
New +$3.24M 0.06% 148

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Duff & Phelps Investment Management's OXY Position: Q4 2020 in Review

Duff & Phelps Investment Management sold out of Occidental Petroleum (OXY) in Q4 2020, closing a stake of 10,340 shares — an estimated $104K sold.

Duff & Phelps Investment Management first reported a position in OXY in Q2 2013 and held it in 30 quarters. The position peaked at $3.43M in Q3 2013. 696 funds tracked by Wall St. Rank hold OXY as of Q4 2020.

  • Duff & Phelps Investment Management reported no remaining Occidental Petroleum position as of Q4 2020 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 10,340 Occidental Petroleum shares in Q4 2020, an estimated $104K.
  • Duff & Phelps Investment Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 30 quarters.
  • Duff & Phelps Investment Management's Occidental Petroleum position peaked at $3.43M in Q3 2013.
  • 696 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2020.

Based on Duff & Phelps Investment Management's 13F filing for Q4 2020, filed 29 Jan 2021.