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Essex Savings Bank’s Occidental Petroleum OXY Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-1,608
Closed -$81K – 471
2019
Q2 		$81K Buy
1,608
+392
+32% +$22.1K 0.03% 374
2019
Q1 		$80K Buy
1,216
+175
+17% +$11.5K 0.05% 240
2018
Q4 		$64K Buy
+1,041
New +$73.2K 0.04% 260

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 Savings Bank's OXY Position: Q3 2019 in Review

Essex Savings Bank sold out of Occidental Petroleum (OXY) in Q3 2019, closing a stake of 1,608 shares — an estimated $81K sold.

Essex Savings Bank first reported a position in OXY in Q4 2018 and held it in 3 quarters. The position peaked at $81K in Q2 2019. 1,077 funds tracked by Wall St. Rank hold OXY as of Q3 2019.

  • Essex Savings Bank reported no remaining Occidental Petroleum position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 1,608 Occidental Petroleum shares in Q3 2019, an estimated $81K.
  • Essex Savings Bank first reported a position in Occidental Petroleum in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Occidental Petroleum position peaked at $81K in Q2 2019.
  • 1,077 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.