Cetera Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.91M | Buy |
44,813
+14,546
| +48% | +$869K | 0.02% | 653 |
|
|
2023
Q4 | $1.81M | Sell |
30,267
-31,818
| -51% | -$1.94M | 0.03% | 540 |
|
|
2023
Q3 | $4.03M | Sell |
62,085
-61,288
| -50% | -$3.86M | 0.06% | 297 |
|
|
2023
Q2 | $7.25M | Sell |
123,373
-1,954
| -2% | -$117K | 0.11% | 179 |
|
|
2023
Q1 | $7.82M | Sell |
125,327
-8,306
| -6% | -$516K | 0.13% | 165 |
|
|
2022
Q4 | $8.42M | Buy |
133,633
+91,342
| +216% | +$6.22M | 0.15% | 144 |
|
|
2022
Q3 | $2.6M | Buy |
42,291
+13,030
| +45% | +$834K | 0.07% | 305 |
|
|
2022
Q2 | $1.72M | Buy |
29,261
+7,288
| +33% | +$448K | 0.04% | 429 |
|
|
2022
Q1 | $1.25M | Buy |
21,973
+2,100
| +11% | +$92.9K | 0.02% | 544 |
|
|
2021
Q4 | $576K | Sell |
19,873
-7,917
| -28% | -$248K | 0.01% | 836 |
|
|
2021
Q3 | $822K | Buy |
27,790
+1,403
| +5% | +$37.5K | 0.02% | 680 |
|
|
2021
Q2 | $825K | Sell |
26,387
-2,443
| -8% | -$65.5K | 0.02% | 624 |
|
|
2021
Q1 | $767K | Buy |
+28,830
| New | +$721K | 0.02% | 573 |
|
|
2020
Q3 | – | Sell |
-14,283
| Closed | -$261K | – | 984 |
|
|
2020
Q2 | $261K | Sell |
14,283
-9,087
| -39% | -$143K | 0.01% | 749 |
|
|
2020
Q1 | $271K | Buy |
23,370
+15,100
| +183% | +$496K | 0.01% | 627 |
|
|
2019
Q4 | $335K | Sell |
8,270
-9,498
| -53% | -$380K | 0.01% | 677 |
|
|
2019
Q3 | $790K | Buy |
17,768
+2,156
| +14% | +$102K | 0.03% | 420 |
|
|
2019
Q2 | $788K | Buy |
15,612
+5,880
| +60% | +$331K | 0.04% | 443 |
|
|
2019
Q1 | $648K | Buy |
9,732
+1,706
| +21% | +$112K | 0.03% | 424 |
|
|
2018
Q4 | $495K | Buy |
8,026
+887
| +12% | +$62.3K | 0.03% | 479 |
|
|
2018
Q3 | $586K | Buy |
7,139
+2,614
| +58% | +$211K | 0.03% | 503 |
|
|
2018
Q2 | $381K | Buy |
+4,525
| New | +$361K | 0.02% | 590 |
|
|
2018
Q1 | – | Sell |
-2,756
| Closed | -$201K | – | 853 |
|
|
2017
Q4 | $201K | Buy |
+2,756
| New | +$187K | 0.01% | 708 |
|
|
2017
Q3 | – | Sell |
-3,665
| Closed | -$220K | – | 857 |
|
|
2017
Q2 | $220K | Buy |
3,665
+393
| +12% | +$24.1K | 0.01% | 698 |
|
|
2017
Q1 | $208K | Sell |
3,272
-1,427
| -30% | -$94.9K | 0.01% | 701 |
|
|
2016
Q4 | $335K | Sell |
4,699
-152
| -3% | -$10.8K | 0.03% | 502 |
|
|
2016
Q3 | $351K | Sell |
4,851
-276
| -5% | -$20.7K | 0.03% | 524 |
|
|
2016
Q2 | $387K | Buy |
5,127
+277
| +6% | +$20.7K | 0.03% | 494 |
|
|
2016
Q1 | $331K | Sell |
4,850
-891
| -16% | -$59.7K | 0.03% | 501 |
|
|
2015
Q4 | $386K | Sell |
5,741
-645
| -10% | -$46.4K | 0.03% | 471 |
|
|
2015
Q3 | $421K | Buy |
6,386
+1,695
| +36% | +$118K | 0.04% | 403 |
|
|
2015
Q2 | $365K | Sell |
4,691
-201
| -4% | -$15.7K | 0.03% | 455 |
|
|
2015
Q1 | $355K | Buy |
4,892
+9
| +0.2% | +$696 | 0.03% | 458 |
|
|
2014
Q4 | $393K | Buy |
4,883
+205
| +4% | +$17K | 0.04% | 410 |
|
|
2014
Q3 | $432K | Buy |
4,678
+413
| +10% | +$39.6K | 0.03% | 377 |
|
|
2014
Q2 | $419K | Buy |
4,265
+1,086
| +34% | +$102K | 0.05% | 378 |
|
|
2014
Q1 | $289K | Buy |
+3,179
| New | +$284K | 0.04% | 408 |
|
Other funds holding OXY
Cetera Advisors's OXY Position: Q1 2024 in Review
Cetera Advisors increased its Occidental Petroleum (OXY) stake by 48% in Q1 2024, buying an estimated $869K and bringing the position to 44,813 shares worth $2.91M. The position accounts for 0.02% of the portfolio, ranked #653.
Cetera Advisors first reported a position in OXY in Q1 2014 and has held it in 37 quarters since. The position peaked at $8.42M in Q4 2022. 1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.
- Cetera Advisors held 44,813 shares of Occidental Petroleum worth $2.91M as of Q1 2024.
- Cetera Advisors bought 14,546 Occidental Petroleum shares in Q1 2024, an estimated $869K.
- Occidental Petroleum made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #653 holding.
- Cetera Advisors first reported a position in Occidental Petroleum in Q1 2014 and has held it in 37 quarters since.
- Cetera Advisors's Occidental Petroleum position peaked at $8.42M in Q4 2022.
- 1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.
Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.