SEC 13F Intelligence

Mount Lucas Management LP / OXY

Mount Lucas Management LP’s Occidental Pete Corp Position

Does Mount Lucas Management LP own Occidental Pete Corp (OXY)? Not currently — the last reported position was 43.5K shares worth $3M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2023
Shares
43.5K
% of Portfolio
+1.00%
Quarters Held
8
position exited

Position History OXY

Reported value by quarter
Q4 ’21: $474,000Q4 ’21Q1 ’22: $989,000Q1 ’22Q2 ’22: $4MQ2 ’22Q3 ’22: $4MQ3 ’22Q4 ’22: $6MQ4 ’22Q1 ’23: $6MQ1 ’23Q2 ’23: $3MQ2 ’23Q3 ’23: $3MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202343.5K$3M+1.00%
Q2 202345.9K$3M+0.90%
Q1 202392.1K$6M+1.52%
Q4 202288.2K$6M+1.82%
Q3 202259.7K$4M+1.26%
Q2 202260.7K$4M+1.20%
Q1 202217.4K$989,000+0.29%
Q4 202116.3K$474,000+0.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mount Lucas Management LP’s full portfolio or all institutional holders of OXY.