Mechanics Bank - Trust Department’s Occidental Petroleum OXY Stock Holding History

Mechanics Bank - Trust Department’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	-5,246	Closed	-$216K	–	162
2019 Q4	$216K	Sell	5,246 -500	-9%	-$20K	0.04%	164
2019 Q3	$255K	Buy	5,746 +1,200	+26%	+$56.7K	0.05%	167
2019 Q2	$228K	Buy	4,546 +500	+12%	+$28.1K	0.05%	142
2019 Q1	$268K	Hold	4,046	–	–	0.06%	135
2018 Q4	$248K	Sell	4,046 -820	-17%	-$57.6K	0.06%	133
2018 Q3	$400K	Buy	4,866 +68	+1%	+$5.5K	0.09%	127
2018 Q2	$401K	Buy	4,798 +1,329	+38%	+$106K	0.09%	127
2018 Q1	$225K	Buy	3,469 +410	+13%	+$28.7K	0.05%	152
2017 Q4	$225K	Buy	+3,059	New	+$208K	0.05%	153

Other funds holding OXY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mechanics Bank - Trust Department's OXY Position: Q1 2020 in Review

Mechanics Bank - Trust Department sold out of Occidental Petroleum (OXY) in Q1 2020, closing a stake of 5,246 shares — an estimated $216K sold.

Mechanics Bank - Trust Department first reported a position in OXY in Q4 2017 and held it in 9 quarters. The position peaked at $401K in Q2 2018. 800 funds tracked by Wall St. Rank hold OXY as of Q1 2020.

Mechanics Bank - Trust Department reported no remaining Occidental Petroleum position as of Q1 2020 after selling out during the quarter.
Mechanics Bank - Trust Department sold 5,246 Occidental Petroleum shares in Q1 2020, an estimated $216K.
Mechanics Bank - Trust Department first reported a position in Occidental Petroleum in Q4 2017 and held it in 9 quarters.
Mechanics Bank - Trust Department's Occidental Petroleum position peaked at $401K in Q2 2018.
800 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2020.

Based on Mechanics Bank - Trust Department's 13F filing for Q1 2020, filed 16 Apr 2020.