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Essex Investment Management’s Occidental Petroleum OXY Stock Holding History

Essex 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
Q1 		– Sell
-20,653
Closed -$851K – 449
2019
Q4 		$851K Buy
20,653
+9,646
+88% +$386K 0.1% 252
2019
Q3 		$489K Buy
+11,007
New +$520K 0.07% 293
2017
Q1 		– Sell
-19,981
Closed -$1.42M – 365
2016
Q4 		$1.42M Sell
19,981
-17,676
-47% -$1.26M 0.23% 114
2016
Q3 		$2.75M Sell
37,657
-20
-0.1% -$1.5K 0.44% 56
2016
Q2 		$2.85M Hold
37,677
– – 0.47% 52
2016
Q1 		$2.58M Sell
37,677
-64
-0.2% -$4.29K 0.44% 51
2015
Q4 		$2.55M Sell
37,741
-20
-0.1% -$1.44K 0.4% 59
2015
Q3 		$2.49M Hold
37,761
– – 0.41% 57
2015
Q2 		$2.93M Hold
37,761
– – 0.44% 61
2015
Q1 		$2.75M Buy
+37,761
New +$2.92M 0.39% 75
2014
Q4 		– Sell
-2,260
Closed -$208K – 344
2014
Q3 		$208K Sell
2,260
-18,603
-89% -$1.78M 0.03% 324
2014
Q2 		$2.05M Buy
20,863
+127
+0.6% +$11.9K 0.3% 107
2014
Q1 		$1.89M Sell
20,736
-318
-2% -$28.4K 0.28% 123
2013
Q4 		$1.92M Buy
21,054
+711
+3% +$64.9K 0.27% 109
2013
Q3 		$1.82M Buy
+20,343
New +$1.75M 0.28% 102

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Essex Investment Management's OXY Position: Q1 2020 in Review

Essex Investment Management sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 20,653 shares — an estimated $851K sold.

Essex Investment Management first reported a position in OXY in Q3 2013 and held it in 15 quarters. The position peaked at $2.93M in Q2 2015. 800 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • Essex Investment Management reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • Essex Investment Management sold 20,653 Occidental Petroleum shares in Q1 2020, an estimated $851K.
  • Essex Investment Management first reported a position in Occidental Petroleum in Q3 2013 and held it in 15 quarters.
  • Essex Investment Management's Occidental Petroleum position peaked at $2.93M in Q2 2015.
  • 800 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on Essex Investment Management's 13F filing for Q1 2020, filed 4 May 2020.