Advisory Research’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-406,812
| Closed | -$11.8M | – | 429 |
|
|
2021
Q4 | $11.8M | Sell |
406,812
-150,688
| -27% | -$4.37M | 0.93% | 27 |
|
|
2021
Q3 | $16.5M | Sell |
557,500
-85,135
| -13% | -$2.52M | 1.06% | 20 |
|
|
2021
Q2 | $20.1M | Buy |
+642,635
| New | +$20.1M | 1.32% | 12 |
|
|
2014
Q2 | – | Sell |
-743
| Closed | -$68K | – | 578 |
|
|
2014
Q1 | $68K | Sell |
743
-70,636
| -99% | -$6.46M | ﹤0.01% | 624 |
|
|
2013
Q4 | $6.5M | Buy |
71,379
+2,892
| +4% | +$263K | 0.07% | 153 |
|
|
2013
Q3 | $6.14M | Buy |
68,487
+626
| +0.9% | +$56.1K | 0.07% | 163 |
|
|
2013
Q2 | $5.8M | Buy |
+67,861
| New | +$5.8M | 0.07% | 164 |
|