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Jupiter Investment Management’s Occidental Petroleum OXY Stock Holding History

Jupiter 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
-22,387
Closed -$922K – 460
2019
Q4 		$922K Buy
22,387
+16,741
+297% +$671K 0.01% 323
2019
Q3 		$251K Sell
5,646
-21,597
-79% -$1.02M ﹤0.01% 409
2019
Q2 		$1.37M Buy
27,243
+16,235
+147% +$914K 0.01% 239
2019
Q1 		$728K Sell
11,008
-7
-0.1% -$461 0.01% 277
2018
Q4 		$676K Sell
11,015
-1,178,255
-99% -$82.8M 0.01% 280
2018
Q3 		$97.7M Buy
1,189,270
+1,018,103
+595% +$82.3M 0.67% 54
2018
Q2 		$14.3M Buy
171,167
+8,496
+5% +$679K 0.1% 146
2018
Q1 		$10.6M Buy
162,671
+159,271
+4,684% +$11.1M 0.08% 150
2017
Q4 		$250K Buy
+3,400
New +$231K ﹤0.01% 312
2017
Q3 		– Sell
-13,500
Closed -$808K – 429
2017
Q2 		$808K Buy
+13,500
New +$826K 0.01% 274
2015
Q2 		– Sell
-287,710
Closed -$21M – 347
2015
Q1 		$21M Buy
287,710
+260,664
+964% +$20.2M 0.67% 52
2014
Q4 		$2.18M Buy
+27,046
New +$2.24M 0.08% 166
2013
Q4 		– Sell
-33,427
Closed -$3M – 386
2013
Q3 		$3M Buy
33,427
+6,289
+23% +$541K 0.28% 132
2013
Q2 		$2.32M Buy
+27,138
New +$2.29M 0.28% 153

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

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

Jupiter Investment Management sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 22,387 shares — an estimated $922K sold.

Jupiter Investment Management first reported a position in OXY in Q2 2013 and held it in 14 quarters. The position peaked at $97.7M in Q3 2018. 799 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

  • Jupiter Investment Management reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 22,387 Occidental Petroleum shares in Q1 2020, an estimated $922K.
  • Jupiter Investment Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 14 quarters.
  • Jupiter Investment Management's Occidental Petroleum position peaked at $97.7M in Q3 2018.
  • 799 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.