AE Wealth Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Sell |
11,867
-1,373
| -10% | -$57.7K | ﹤0.01% | 924 |
|
|
2025
Q1 | $653K | Buy |
13,240
+2,816
| +27% | +$139K | 0.01% | 837 |
|
|
2024
Q4 | $515K | Sell |
10,424
-25,215
| -71% | -$1.25M | ﹤0.01% | 902 |
|
|
2024
Q3 | $1.84M | Buy |
35,639
+24,826
| +230% | +$1.28M | 0.02% | 557 |
|
|
2024
Q2 | $682K | Buy |
10,813
+3,363
| +45% | +$212K | 0.01% | 799 |
|
|
2024
Q1 | $484K | Sell |
7,450
-74,292
| -91% | -$4.83M | 0.01% | 832 |
|
|
2023
Q4 | $4.77M | Sell |
81,742
-14,268
| -15% | -$833K | 0.02% | 605 |
|
|
2023
Q3 | $6.23M | Sell |
96,010
-54,999
| -36% | -$3.57M | 0.04% | 485 |
|
|
2023
Q2 | $8.88M | Sell |
151,009
-330,489
| -69% | -$19.4M | 0.05% | 391 |
|
|
2023
Q1 | $30.1M | Buy |
481,498
+86,927
| +22% | +$5.43M | 0.19% | 118 |
|
|
2022
Q4 | $24.9M | Buy |
394,571
+242,286
| +159% | +$15.3M | 0.18% | 135 |
|
|
2022
Q3 | $9.36M | Sell |
152,285
-54,192
| -26% | -$3.33M | 0.07% | 289 |
|
|
2022
Q2 | $12.2M | Buy |
206,477
+46,203
| +29% | +$2.72M | 0.1% | 232 |
|
|
2022
Q1 | $9.09M | Sell |
160,274
-15,582
| -9% | -$884K | 0.06% | 305 |
|
|
2021
Q4 | $5.1M | Buy |
175,856
+139,601
| +385% | +$4.05M | 0.04% | 408 |
|
|
2021
Q3 | $1.07M | Sell |
36,255
-2,930
| -7% | -$86.6K | 0.01% | 842 |
|
|
2021
Q2 | $1.23M | Buy |
39,185
+23,359
| +148% | +$730K | 0.01% | 770 |
|
|
2021
Q1 | $421K | Buy |
15,826
+1,325
| +9% | +$35.2K | ﹤0.01% | 1098 |
|
|
2020
Q4 | $251K | Sell |
14,501
-68,026
| -82% | -$1.18M | ﹤0.01% | 1196 |
|
|
2020
Q3 | $826K | Sell |
82,527
-22,744
| -22% | -$228K | 0.01% | 690 |
|
|
2020
Q2 | $1.93M | Buy |
105,271
+30,223
| +40% | +$553K | 0.03% | 424 |
|
|
2020
Q1 | $869K | Buy |
75,048
+21,609
| +40% | +$250K | 0.02% | 519 |
|
|
2019
Q4 | $2.2M | Sell |
53,439
-3,119
| -6% | -$129K | 0.05% | 322 |
|
|
2019
Q3 | $2.52M | Sell |
56,558
-1,778
| -3% | -$79.1K | 0.07% | 229 |
|
|
2019
Q2 | $2.93M | Buy |
58,336
+39,180
| +205% | +$1.97M | 0.09% | 180 |
|
|
2019
Q1 | $1.27M | Buy |
19,156
+4,883
| +34% | +$323K | 0.09% | 184 |
|
|
2018
Q4 | $876K | Sell |
14,273
-14,053
| -50% | -$862K | 0.15% | 166 |
|
|
2018
Q3 | $2.33M | Buy |
28,326
+14,754
| +109% | +$1.21M | 0.13% | 124 |
|
|
2018
Q2 | $1.14M | Sell |
13,572
-11,793
| -46% | -$987K | 0.08% | 148 |
|
|
2018
Q1 | $1.65M | Sell |
25,365
-447
| -2% | -$29K | 0.13% | 107 |
|
|
2017
Q4 | $1.9M | Buy |
25,812
+1,416
| +6% | +$104K | 0.17% | 93 |
|
|
2017
Q3 | $1.57M | Sell |
24,396
-846
| -3% | -$54.3K | 0.15% | 100 |
|
|
2017
Q2 | $1.51M | Buy |
25,242
+3,588
| +17% | +$215K | 0.18% | 100 |
|
|
2017
Q1 | $1.37M | Buy |
21,654
+7,077
| +49% | +$448K | 0.25% | 77 |
|
|
2016
Q4 | $1.04M | Buy |
+14,577
| New | +$1.04M | 0.42% | 53 |
|