Capital Advisors Inc’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 | $669K | Buy |
15,925
+9,652
| +154% | +$405K | 0.01% | 180 |
|
|
2025
Q1 | $310K | Buy |
6,273
+1
| +0% | +$49 | 0.01% | 244 |
|
|
2024
Q4 | $310K | Sell |
6,272
-1,174
| -16% | -$58K | 0.01% | 247 |
|
|
2024
Q3 | $384K | Sell |
7,446
-506
| -6% | -$26.1K | 0.01% | 219 |
|
|
2024
Q2 | $501K | Buy |
7,952
+1,050
| +15% | +$66.2K | 0.01% | 196 |
|
|
2024
Q1 | $449K | Sell |
6,902
-100
| -1% | -$6.5K | 0.01% | 206 |
|
|
2023
Q4 | $418K | Sell |
7,002
-42
| -0.6% | -$2.51K | 0.01% | 209 |
|
|
2023
Q3 | $457K | Buy |
7,044
+542
| +8% | +$35.2K | 0.01% | 175 |
|
|
2023
Q2 | $382K | Sell |
6,502
-12
| -0.2% | -$706 | 0.01% | 193 |
|
|
2023
Q1 | $407K | Sell |
6,514
-19,163
| -75% | -$1.2M | 0.01% | 181 |
|
|
2022
Q4 | $1.62M | Sell |
25,677
-853
| -3% | -$53.7K | 0.05% | 115 |
|
|
2022
Q3 | $1.77M | Buy |
26,530
+1,225
| +5% | +$81.7K | 0.05% | 106 |
|
|
2022
Q2 | $1.49M | Buy |
25,305
+19,650
| +347% | +$1.16M | 0.04% | 111 |
|
|
2022
Q1 | $321K | Buy |
+5,655
| New | +$321K | 0.01% | 206 |
|
|
2019
Q1 | – | Sell |
-4,458
| Closed | -$274K | – | 169 |
|
|
2018
Q4 | $274K | Buy |
4,458
+77
| +2% | +$4.73K | 0.02% | 155 |
|
|
2018
Q3 | $360K | Sell |
4,381
-600
| -12% | -$49.3K | 0.02% | 146 |
|
|
2018
Q2 | $417K | Hold |
4,981
| – | – | 0.03% | 141 |
|
|
2018
Q1 | $324K | Buy |
4,981
+945
| +23% | +$61.5K | 0.02% | 154 |
|
|
2017
Q4 | $297K | Buy |
4,036
+175
| +5% | +$12.9K | 0.02% | 166 |
|
|
2017
Q3 | $248K | Sell |
3,861
-1,353
| -26% | -$86.9K | 0.02% | 168 |
|
|
2017
Q2 | $312K | Sell |
5,214
-137
| -3% | -$8.2K | 0.02% | 157 |
|
|
2017
Q1 | $339K | Sell |
5,351
-662
| -11% | -$41.9K | 0.02% | 149 |
|
|
2016
Q4 | $428K | Sell |
6,013
-53,630
| -90% | -$3.82M | 0.03% | 136 |
|
|
2016
Q3 | $4.35M | Sell |
59,643
-5,133
| -8% | -$374K | 0.65% | 58 |
|
|
2016
Q2 | $4.89M | Sell |
64,776
-61,214
| -49% | -$4.63M | 0.76% | 60 |
|
|
2016
Q1 | $8.62M | Buy |
125,990
+1,160
| +0.9% | +$79.4K | 1.41% | 29 |
|
|
2015
Q4 | $8.43M | Sell |
124,830
-5,066
| -4% | -$342K | 1.48% | 29 |
|
|
2015
Q3 | $8.58M | Sell |
129,896
-7,765
| -6% | -$513K | 1.55% | 22 |
|
|
2015
Q2 | $10.7M | Buy |
137,661
+5,958
| +5% | +$463K | 1.83% | 10 |
|
|
2015
Q1 | $9.6M | Buy |
131,703
+105,606
| +405% | +$7.7M | 1.18% | 25 |
|
|
2014
Q4 | $2.1M | Buy |
26,097
+23,140
| +783% | +$1.86M | 0.39% | 56 |
|
|
2014
Q3 | $272K | Sell |
2,957
-63,150
| -96% | -$5.82M | 0.06% | 98 |
|
|
2014
Q2 | $6.5M | Sell |
66,107
-47
| -0.1% | -$4.62K | 1.26% | 40 |
|
|
2014
Q1 | $6.04M | Buy |
66,154
+626
| +1% | +$57.2K | 1.31% | 38 |
|
|
2013
Q4 | $5.97M | Buy |
65,528
+1,273
| +2% | +$116K | 1.31% | 35 |
|
|
2013
Q3 | $5.76M | Buy |
64,255
+3,283
| +5% | +$294K | 1.38% | 32 |
|
|
2013
Q2 | $5.21M | Buy |
+60,972
| New | +$5.21M | 1.41% | 34 |
|