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Salem Capital Management’s Occidental Petroleum OXY Stock Holding History

Salem Capital 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
2019
Q4 		– Sell
-72,839
Closed -$3.24M – 70
2019
Q3 		$3.24M Buy
72,839
+5,464
+8% +$258K 1.86% 22
2019
Q2 		$3.39M Sell
67,375
-500
-0.7% -$28.1K 1.88% 20
2019
Q1 		$4.49M Buy
67,875
+2,875
+4% +$189K 2.43% 17
2018
Q4 		$3.99M Buy
65,000
+1,800
+3% +$127K 2.51% 16
2018
Q3 		$5.19M Sell
63,200
-800
-1% -$64.7K 2.77% 14
2018
Q2 		$5.36M Sell
64,000
-350
-0.5% -$28K 2.87% 13
2018
Q1 		$4.18M Buy
64,350
+5,700
+10% +$399K 2.27% 18
2017
Q4 		$4.32M Buy
58,650
+1,475
+3% +$100K 2.2% 20
2017
Q3 		$3.67M Buy
57,175
+1,150
+2% +$70K 1.89% 22
2017
Q2 		$3.35M Buy
56,025
+10,325
+23% +$632K 1.88% 20
2017
Q1 		$2.9M Buy
+45,700
New +$3.04M 1.61% 24
2015
Q1 		– Sell
-48,332
Closed -$3.89M – 69
2014
Q4 		$3.89M Sell
48,332
-3,491
-7% -$290K 1.85% 27
2014
Q3 		$4.77M Buy
51,823
+52
+0.1% +$4.99K 2.23% 23
2014
Q2 		$5.09M Sell
51,771
-4,092
-7% -$385K 2.26% 22
2014
Q1 		$5.1M Sell
55,863
-1,592
-3% -$142K 2.23% 21
2013
Q4 		$5.24M Sell
57,455
-208
-0.4% -$19K 2.26% 23
2013
Q3 		$5.17M Buy
57,663
+1,325
+2% +$114K 2.38% 20
2013
Q2 		$4.82M Buy
+56,338
New +$4.76M 2.3% 19

Other funds holding OXY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Salem Capital Management's OXY Position: Q4 2019 in Review

Salem Capital Management sold out of Occidental Petroleum (OXY) in Q4 2019, closing a stake of 72,839 shares — an estimated $3.24M sold.

Salem Capital Management first reported a position in OXY in Q2 2013 and held it in 18 quarters. The position peaked at $5.36M in Q2 2018. 1,049 funds tracked by Wall St. Rank hold OXY as of Q4 2019.

  • Salem Capital Management reported no remaining Occidental Petroleum position as of Q4 2019 after selling out during the quarter.
  • Salem Capital Management sold 72,839 Occidental Petroleum shares in Q4 2019, an estimated $3.24M.
  • Salem Capital Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 18 quarters.
  • Salem Capital Management's Occidental Petroleum position peaked at $5.36M in Q2 2018.
  • 1,049 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2019.

Based on Salem Capital Management's 13F filing for Q4 2019, filed 9 Jan 2020.