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Montgomery Investment Management’s Occidental Petroleum OXY Stock Holding History

Montgomery 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
Q2 		– Sell
-28,261
Closed -$327K – 86
2020
Q1 		$327K Hold
28,261
– – 0.21% 60
2019
Q4 		$1.17M Sell
28,261
-2,744
-9% -$110K 0.48% 45
2019
Q3 		$1.38M Buy
+31,005
New +$1.47M 0.59% 40

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Montgomery Investment Management's OXY Position: Q2 2020 in Review

Montgomery Investment Management sold out of Occidental Petroleum (OXY) in Q2 2020, closing a stake of 28,261 shares — an estimated $327K sold.

Montgomery Investment Management first reported a position in OXY in Q3 2019 and held it in 3 quarters. The position peaked at $1.38M in Q3 2019. 725 funds tracked by Wall St. Rank hold OXY as of Q2 2020.

  • Montgomery Investment Management reported no remaining Occidental Petroleum position as of Q2 2020 after selling out during the quarter.
  • Montgomery Investment Management sold 28,261 Occidental Petroleum shares in Q2 2020, an estimated $327K.
  • Montgomery Investment Management first reported a position in Occidental Petroleum in Q3 2019 and held it in 3 quarters.
  • Montgomery Investment Management's Occidental Petroleum position peaked at $1.38M in Q3 2019.
  • 725 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2020.

Based on Montgomery Investment Management's 13F filing for Q2 2020, filed 12 Aug 2020.