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Northwest & Ethical Investments’s Occidental Petroleum OXY Stock Holding History

Northwest & Ethical Investments’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
Q4 		– Sell
-32,920
Closed -$1.46M – 386
2019
Q3 		$1.46M Hold
32,920
– – 0.07% 286
2019
Q2 		$1.66M Buy
32,920
+1,716
+5% +$96.6K 0.08% 276
2019
Q1 		$2.07M Sell
31,204
-573
-2% -$37.8K 0.11% 244
2018
Q4 		$1.95M Sell
31,777
-6,328
-17% -$445K 0.12% 232
2018
Q3 		$3.13M Buy
38,105
+2,732
+8% +$221K 0.2% 153
2018
Q2 		$2.96M Sell
35,373
-2,309
-6% -$184K 0.2% 157
2018
Q1 		$2.45M Sell
37,682
-5,733
-13% -$401K 0.16% 191
2017
Q4 		$3.2M Sell
43,415
-5,734
-12% -$389K 0.21% 145
2017
Q3 		$3.16M Sell
49,149
-8,081
-14% -$492K 0.2% 142
2017
Q2 		$3.43M Sell
57,230
-522
-0.9% -$32K 0.23% 128
2017
Q1 		$3.66M Buy
57,752
+7,343
+15% +$489K 0.25% 111
2016
Q4 		$3.59M Buy
50,409
+1,988
+4% +$141K 0.25% 106
2016
Q3 		$3.53M Sell
48,421
-3,288
-6% -$246K 0.25% 102
2016
Q2 		$3.91M Sell
51,709
-1,927
-4% -$144K 0.3% 88
2016
Q1 		$3.67M Sell
53,636
-6,725
-11% -$451K 0.25% 105
2015
Q4 		$4.07M Sell
60,361
-10,399
-15% -$748K 0.29% 96
2015
Q3 		$4.67M Buy
70,760
+3,089
+5% +$216K 0.36% 79
2015
Q2 		$5.25M Buy
67,671
+5,761
+9% +$450K 0.35% 83
2015
Q1 		$4.51M Sell
61,910
-5,114
-8% -$395K 0.32% 82
2014
Q4 		$5.39M Sell
67,024
-8,425
-11% -$699K 0.36% 70
2014
Q3 		$6.95M Buy
75,449
+12,539
+20% +$1.2M 0.46% 50
2014
Q2 		$6.19M Buy
62,910
+6,539
+12% +$615K 0.38% 64
2014
Q1 		$5.15M Buy
56,371
+12,611
+29% +$1.13M 0.34% 70
2013
Q4 		$3.99M Buy
43,760
+6,325
+17% +$578K 0.26% 88
2013
Q3 		$3.35M Buy
37,435
+9,305
+33% +$800K 0.24% 95
2013
Q2 		$2.4M Buy
+28,130
New +$2.38M 0.19% 107

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Northwest & Ethical Investments's OXY Position: Q4 2019 in Review

Northwest & Ethical Investments sold out of Occidental Petroleum (OXY) in Q4 2019, closing a stake of 32,920 shares — an estimated $1.46M sold.

Northwest & Ethical Investments first reported a position in OXY in Q2 2013 and held it in 26 quarters. The position peaked at $6.95M in Q3 2014. 1,048 funds tracked by Wall St. Rank hold OXY as of Q4 2019.

  • Northwest & Ethical Investments reported no remaining Occidental Petroleum position as of Q4 2019 after selling out during the quarter.
  • Northwest & Ethical Investments sold 32,920 Occidental Petroleum shares in Q4 2019, an estimated $1.46M.
  • Northwest & Ethical Investments first reported a position in Occidental Petroleum in Q2 2013 and held it in 26 quarters.
  • Northwest & Ethical Investments's Occidental Petroleum position peaked at $6.95M in Q3 2014.
  • 1,048 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2019.

Based on Northwest & Ethical Investments's 13F filing for Q4 2019, filed 8 Jul 2025.