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Hudson Edge Investment Partners’s Occidental Petroleum OXY Stock Holding History

Hudson Edge Investment Partners’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
-134,204
Closed -$5.53M – 134
2019
Q4 		$5.53M Buy
134,204
+30,231
+29% +$1.21M 1.45% 44
2019
Q3 		$4.62M Buy
103,973
+9,833
+10% +$465K 1.3% 47
2019
Q2 		$4.73M Buy
94,140
+7,295
+8% +$411K 1.38% 46
2019
Q1 		$5.75M Sell
86,845
-14,012
-14% -$923K 1.73% 40
2018
Q4 		$6.19M Sell
100,857
-26,578
-21% -$1.87M 1.92% 20
2018
Q3 		$10.5M Buy
127,435
+27,454
+27% +$2.22M 1.86% 25
2018
Q2 		$8.37M Sell
99,981
-91,973
-48% -$7.35M 1.56% 37
2018
Q1 		$12.5M Buy
191,954
+45,441
+31% +$3.18M 1.89% 30
2017
Q4 		$10.8M Sell
146,513
-8,922
-6% -$606K 1.49% 42
2017
Q3 		$9.98M Sell
155,435
-7,786
-5% -$474K 1.42% 43
2017
Q2 		$9.77M Buy
163,221
+18,280
+13% +$1.12M 1.37% 41
2017
Q1 		$9.18M Buy
144,941
+380
+0.3% +$25.3K 1.22% 44
2016
Q4 		$10.3M Buy
144,561
+1,796
+1% +$128K 1.41% 40
2016
Q3 		$10.4M Sell
142,765
-6,990
-5% -$523K 1.56% 41
2016
Q2 		$11.3M Sell
149,755
-26,195
-15% -$1.96M 1.69% 37
2016
Q1 		$12M Buy
+175,950
New +$11.8M 1.19% 41

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

Hudson Edge Investment Partners's OXY Position: Q1 2020 in Review

Hudson Edge Investment Partners sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 134,204 shares — an estimated $5.53M sold.

Hudson Edge Investment Partners first reported a position in OXY in Q1 2016 and held it in 16 quarters. The position peaked at $12.5M in Q1 2018. 800 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • Hudson Edge Investment Partners reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 134,204 Occidental Petroleum shares in Q1 2020, an estimated $5.53M.
  • Hudson Edge Investment Partners first reported a position in Occidental Petroleum in Q1 2016 and held it in 16 quarters.
  • Hudson Edge Investment Partners's Occidental Petroleum position peaked at $12.5M in Q1 2018.
  • 800 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on Hudson Edge Investment Partners's 13F filing for Q1 2020, filed 28 Apr 2020.