Cerity Partners’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 | $3.16M | Sell |
75,130
-3,390
| -4% | -$142K | 0.01% | 1015 |
|
|
2025
Q1 | $3.88M | Sell |
78,520
-2,372
| -3% | -$117K | 0.01% | 826 |
|
|
2024
Q4 | $4.06M | Buy |
80,892
+10,312
| +15% | +$517K | 0.01% | 799 |
|
|
2024
Q3 | $3.64M | Buy |
70,580
+15,316
| +28% | +$789K | 0.01% | 844 |
|
|
2024
Q2 | $3.48M | Sell |
55,264
-10,668
| -16% | -$672K | 0.01% | 717 |
|
|
2024
Q1 | $4.29M | Buy |
65,932
+30,974
| +89% | +$2.01M | 0.01% | 688 |
|
|
2023
Q4 | $2.09M | Buy |
34,958
+10,387
| +42% | +$620K | 0.01% | 756 |
|
|
2023
Q3 | $1.59M | Sell |
24,571
-14,899
| -38% | -$967K | 0.01% | 631 |
|
|
2023
Q2 | $2.32M | Buy |
+39,470
| New | +$2.32M | 0.01% | 681 |
|
|
2023
Q1 | – | Sell |
-14,224
| Closed | -$1.24M | – | 1884 |
|
|
2022
Q4 | $1.24M | Sell |
14,224
-2,883
| -17% | -$251K | 0.01% | 643 |
|
|
2022
Q3 | $1.05M | Buy |
17,107
+939
| +6% | +$57.7K | 0.01% | 504 |
|
|
2022
Q2 | $949K | Buy |
16,168
+4,646
| +40% | +$273K | 0.01% | 561 |
|
|
2022
Q1 | $366K | Buy |
+11,522
| New | +$366K | 0.01% | 669 |
|
|
2020
Q3 | – | Sell |
-30,842
| Closed | -$564K | – | 520 |
|
|
2020
Q2 | $564K | Buy |
+30,842
| New | +$564K | 0.03% | 266 |
|
|
2019
Q4 | – | Sell |
-14,230
| Closed | -$632K | – | 560 |
|
|
2019
Q3 | $632K | Buy |
+14,230
| New | +$632K | 0.04% | 291 |
|
|
2019
Q2 | – | Sell |
-7,700
| Closed | -$510K | – | 560 |
|
|
2019
Q1 | $510K | Sell |
7,700
-11,994
| -61% | -$794K | 0.03% | 323 |
|
|
2018
Q4 | $1.21M | Buy |
19,694
+680
| +4% | +$41.7K | 0.08% | 204 |
|
|
2018
Q3 | $1.56M | Sell |
19,014
-163
| -0.8% | -$13.4K | 0.11% | 193 |
|
|
2018
Q2 | $1.61M | Sell |
19,177
-5,607
| -23% | -$469K | 0.12% | 180 |
|
|
2018
Q1 | $1.61M | Sell |
24,784
-191
| -0.8% | -$12.4K | 0.12% | 174 |
|
|
2017
Q4 | $1.84M | Buy |
24,975
+998
| +4% | +$73.5K | 0.12% | 165 |
|
|
2017
Q3 | $1.54M | Sell |
23,977
-105,256
| -81% | -$6.76M | 0.11% | 185 |
|
|
2017
Q2 | $1.58M | Buy |
129,233
+105,526
| +445% | +$1.29M | 0.13% | 140 |
|
|
2017
Q1 | $1.5M | Buy |
+23,707
| New | +$1.5M | 0.13% | 150 |
|