Chicago Partners Investment Group’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 | $306K | Sell |
6,886
-733
| -10% | -$32.6K | 0.01% | 824 |
|
|
2025
Q1 | $297K | Sell |
7,619
-2,679
| -26% | -$105K | 0.01% | 691 |
|
|
2024
Q4 | $527K | Buy |
10,298
+3,921
| +61% | +$201K | 0.02% | 492 |
|
|
2024
Q3 | $327K | Buy |
6,377
+697
| +12% | +$35.8K | 0.01% | 598 |
|
|
2024
Q2 | $342K | Buy |
5,680
+521
| +10% | +$31.4K | 0.01% | 556 |
|
|
2024
Q1 | $348K | Buy |
5,159
+325
| +7% | +$21.9K | 0.01% | 535 |
|
|
2023
Q4 | $277K | Sell |
4,834
-70
| -1% | -$4.01K | 0.01% | 561 |
|
|
2023
Q3 | $308K | Buy |
4,904
+197
| +4% | +$12.4K | 0.02% | 503 |
|
|
2023
Q2 | $289K | Sell |
4,707
-623
| -12% | -$38.3K | 0.02% | 542 |
|
|
2023
Q1 | $335K | Sell |
5,330
-303
| -5% | -$19K | 0.02% | 481 |
|
|
2022
Q4 | $364K | Buy |
5,633
+70
| +1% | +$4.52K | 0.02% | 443 |
|
|
2022
Q3 | $423K | Sell |
5,563
-101
| -2% | -$7.68K | 0.03% | 365 |
|
|
2022
Q2 | $372K | Sell |
5,664
-62
| -1% | -$4.07K | 0.03% | 393 |
|
|
2022
Q1 | $368K | Buy |
5,726
+94
| +2% | +$6.04K | 0.03% | 379 |
|
|
2021
Q4 | $232K | Buy |
+5,632
| New | +$232K | 0.02% | 492 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$27K | – | 730 |
|
|
2018
Q3 | $27K | Buy |
400
+200
| +100% | +$13.5K | ﹤0.01% | 625 |
|
|
2018
Q2 | $17K | Buy |
+200
| New | +$17K | ﹤0.01% | 696 |
|
|
2017
Q4 | – | Sell |
-113
| Closed | -$7K | – | 926 |
|
|
2017
Q3 | $7K | Buy |
+113
| New | +$7K | ﹤0.01% | 827 |
|
|
2017
Q1 | – | Sell |
-63
| Closed | -$4K | – | 582 |
|
|
2016
Q4 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 477 |
|
|
2016
Q1 | – | Sell |
-1,002
| Closed | -$68K | – | 470 |
|
|
2015
Q4 | $68K | Buy |
+1,002
| New | +$68K | 0.03% | 262 |
|