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SFE Investment Counsel’s Occidental Petroleum OXY Stock Holding History

SFE Investment Counsel’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
-6,270
Closed -$279K – 116
2019
Q3 		$279K Sell
6,270
-2,740
-30% -$130K 0.12% 104
2019
Q2 		$453K Sell
9,010
-2,710
-23% -$153K 0.19% 88
2019
Q1 		$776K Buy
11,720
+2,505
+27% +$165K 0.35% 74
2018
Q4 		$566K Sell
9,215
-890
-9% -$62.5K 0.29% 82
2018
Q3 		$830K Sell
10,105
-105
-1% -$8.49K 0.32% 84
2018
Q2 		$854K Sell
10,210
-180
-2% -$14.4K 0.35% 73
2018
Q1 		$675K Sell
10,390
-165
-2% -$11.5K 0.35% 70
2017
Q4 		$777K Sell
10,555
-2,305
-18% -$156K 0.31% 77
2017
Q3 		$826K Sell
12,860
-7,853
-38% -$478K 0.35% 75
2017
Q2 		$1.24M Sell
20,713
-5,367
-21% -$329K 0.5% 60
2017
Q1 		$1.65M Sell
26,080
-515
-2% -$34.3K 0.61% 49
2016
Q4 		$1.8M Buy
26,595
+15,107
+132% +$1.07M 0.7% 43
2016
Q3 		$868K Hold
11,488
– – 0.42% 59
2016
Q2 		$868K Sell
11,488
-525
-4% -$39.2K 0.4% 60
2016
Q1 		$822K Sell
12,013
-972
-7% -$65.2K 0.38% 60
2015
Q4 		$876K Sell
12,985
-581
-4% -$41.8K 0.42% 56
2015
Q3 		$896K Sell
13,566
-1,112
-8% -$77.6K 0.43% 56
2015
Q2 		$1.14M Sell
14,678
-3,907
-21% -$305K 0.46% 57
2015
Q1 		$1.35M Sell
18,585
-2,025
-10% -$157K 0.55% 51
2014
Q4 		$1.66M Sell
20,610
-14,330
-41% -$1.19M 0.68% 44
2014
Q3 		$3.22M Sell
34,940
-428
-1% -$41.1K 1.39% 30
2014
Q2 		$3.48M Buy
35,368
+2,186
+7% +$205K 1.42% 31
2014
Q1 		$3.03M Buy
33,182
+1,916
+6% +$171K 1.31% 31
2013
Q4 		$2.85M Buy
31,266
+120
+0.4% +$11K 1.24% 33
2013
Q3 		$2.79M Buy
31,146
+110
+0.4% +$9.46K 1.35% 32
2013
Q2 		$2.65M Buy
+31,036
New +$2.62M 1.37% 30

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

SFE Investment Counsel's OXY Position: Q4 2019 in Review

SFE Investment Counsel sold out of Occidental Petroleum (OXY) in Q4 2019, closing a stake of 6,270 shares — an estimated $279K sold.

SFE Investment Counsel first reported a position in OXY in Q2 2013 and held it in 26 quarters. The position peaked at $3.48M in Q2 2014. 1,049 funds tracked by Wall St. Rank hold OXY as of Q4 2019.

  • SFE Investment Counsel reported no remaining Occidental Petroleum position as of Q4 2019 after selling out during the quarter.
  • SFE Investment Counsel sold 6,270 Occidental Petroleum shares in Q4 2019, an estimated $279K.
  • SFE Investment Counsel first reported a position in Occidental Petroleum in Q2 2013 and held it in 26 quarters.
  • SFE Investment Counsel's Occidental Petroleum position peaked at $3.48M in Q2 2014.
  • 1,049 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2019.

Based on SFE Investment Counsel's 13F filing for Q4 2019, filed 17 Jan 2020.