B. Riley Wealth Advisors’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 | $335K | Buy |
+7,975
| New | +$335K | 0.02% | 648 |
|
|
2024
Q4 | $403K | Sell |
8,130
-2,189
| -21% | -$109K | 0.01% | 766 |
|
|
2024
Q3 | $543K | Sell |
10,319
-6,566
| -39% | -$345K | 0.02% | 716 |
|
|
2024
Q2 | $1.07M | Sell |
16,885
-3,199
| -16% | -$202K | 0.03% | 511 |
|
|
2024
Q1 | $1.31M | Buy |
20,084
+2,780
| +16% | +$181K | 0.04% | 451 |
|
|
2023
Q4 | $1.04M | Sell |
17,304
-2,780
| -14% | -$166K | 0.03% | 514 |
|
|
2023
Q3 | $1.31M | Buy |
20,084
+56
| +0.3% | +$3.64K | 0.04% | 451 |
|
|
2023
Q2 | $1.18M | Buy |
20,028
+1,031
| +5% | +$60.8K | 0.03% | 510 |
|
|
2023
Q1 | $1.19M | Buy |
18,997
+4,484
| +31% | +$281K | 0.03% | 491 |
|
|
2022
Q4 | $916K | Sell |
14,513
-705
| -5% | -$44.5K | 0.03% | 567 |
|
|
2022
Q3 | $936K | Buy |
15,218
+8,205
| +117% | +$505K | 0.03% | 523 |
|
|
2022
Q2 | $413K | Buy |
7,013
+230
| +3% | +$13.5K | 0.02% | 735 |
|
|
2022
Q1 | $385K | Buy |
+6,783
| New | +$385K | 0.01% | 904 |
|
|
2020
Q3 | – | Sell |
-10,795
| Closed | -$198K | – | 970 |
|
|
2020
Q2 | $198K | Sell |
10,795
-3,398
| -24% | -$62.3K | 0.01% | 775 |
|
|
2020
Q1 | $165K | Sell |
14,193
-3,706
| -21% | -$43.1K | 0.01% | 698 |
|
|
2019
Q4 | $739K | Buy |
17,899
+63
| +0.4% | +$2.6K | 0.06% | 304 |
|
|
2019
Q3 | $794K | Buy |
17,836
+2,968
| +20% | +$132K | 0.08% | 267 |
|
|
2019
Q2 | $750K | Buy |
14,868
+1,464
| +11% | +$73.9K | 0.08% | 254 |
|
|
2019
Q1 | $889K | Buy |
13,404
+204
| +2% | +$13.5K | 0.11% | 208 |
|
|
2018
Q4 | $812K | Buy |
13,200
+1,323
| +11% | +$81.4K | 0.12% | 187 |
|
|
2018
Q3 | $977K | Sell |
11,877
-1,745
| -13% | -$144K | 0.12% | 195 |
|
|
2018
Q2 | $1.14M | Buy |
13,622
+820
| +6% | +$68.7K | 0.15% | 161 |
|
|
2018
Q1 | $833K | Sell |
12,802
-156
| -1% | -$10.2K | 0.12% | 194 |
|
|
2017
Q4 | $956K | Buy |
12,958
+596
| +5% | +$44K | 0.13% | 185 |
|
|
2017
Q3 | $795K | Buy |
12,362
+287
| +2% | +$18.5K | 0.13% | 172 |
|
|
2017
Q2 | $724K | Sell |
12,075
-1,099
| -8% | -$65.9K | 0.13% | 196 |
|
|
2017
Q1 | $836K | Sell |
13,174
-1,413
| -10% | -$89.7K | 0.17% | 150 |
|
|
2016
Q4 | $1.04M | Buy |
14,587
+1,406
| +11% | +$100K | 0.21% | 123 |
|
|
2016
Q3 | $963K | Buy |
13,181
+2,253
| +21% | +$165K | 0.19% | 141 |
|
|
2016
Q2 | $827K | Buy |
10,928
+3,631
| +50% | +$275K | 0.17% | 158 |
|
|
2016
Q1 | $500K | Buy |
7,297
+1,316
| +22% | +$90.2K | 0.12% | 224 |
|
|
2015
Q4 | $405K | Sell |
5,981
-2,090
| -26% | -$142K | 0.08% | 288 |
|
|
2015
Q3 | $535K | Sell |
8,071
-1,912
| -19% | -$127K | 0.13% | 220 |
|
|
2015
Q2 | $778K | Buy |
9,983
+2,070
| +26% | +$161K | 0.19% | 142 |
|
|
2015
Q1 | $577K | Sell |
7,913
-356
| -4% | -$26K | 0.14% | 189 |
|
|
2014
Q4 | $6.3K | Buy |
+8,269
| New | +$6.3K | 0.13% | 186 |
|
|
2014
Q3 | – | Sell |
-8,936
| Closed | -$879K | – | 1503 |
|
|
2014
Q2 | $879K | Buy |
+8,936
| New | +$879K | 0.21% | 107 |
|