Court Place 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 | $257K | Hold |
6,111
| – | – | 0.08% | 130 |
|
|
2025
Q1 | $302K | Hold |
6,111
| – | – | 0.1% | 121 |
|
|
2024
Q4 | $302K | Sell |
6,111
-170
| -3% | -$8.4K | 0.1% | 121 |
|
|
2024
Q3 | $324K | Sell |
6,281
-100
| -2% | -$5.15K | 0.09% | 131 |
|
|
2024
Q2 | $402K | Sell |
6,381
-539
| -8% | -$34K | 0.13% | 110 |
|
|
2024
Q1 | $450K | Sell |
6,920
-350
| -5% | -$22.7K | 0.15% | 99 |
|
|
2023
Q4 | $434K | Sell |
7,270
-170
| -2% | -$10.2K | 0.14% | 102 |
|
|
2023
Q3 | $483K | Sell |
7,440
-256
| -3% | -$16.6K | 0.17% | 99 |
|
|
2023
Q2 | $453K | Sell |
7,696
-650
| -8% | -$38.2K | 0.16% | 101 |
|
|
2023
Q1 | $521K | Hold |
8,346
| – | – | 0.19% | 97 |
|
|
2022
Q4 | $526K | Buy |
8,346
+4,025
| +93% | +$254K | 0.19% | 100 |
|
|
2022
Q3 | $266K | Buy |
+4,321
| New | +$266K | 0.11% | 135 |
|
|
2018
Q3 | – | Sell |
-2,454
| Closed | -$205K | – | 180 |
|
|
2018
Q2 | $205K | Buy |
+2,454
| New | +$205K | 0.08% | 165 |
|
|
2017
Q1 | – | Sell |
-3,258
| Closed | -$232K | – | 159 |
|
|
2016
Q4 | $232K | Sell |
3,258
-1,200
| -27% | -$85.5K | 0.12% | 131 |
|
|
2016
Q3 | $325K | Hold |
4,458
| – | – | 0.18% | 113 |
|
|
2016
Q2 | $337K | Hold |
4,458
| – | – | 0.2% | 104 |
|
|
2016
Q1 | $305K | Buy |
4,458
+37
| +0.8% | +$2.53K | 0.19% | 106 |
|
|
2015
Q4 | $298K | Buy |
4,421
+340
| +8% | +$22.9K | 0.19% | 103 |
|
|
2015
Q3 | $269K | Hold |
4,081
| – | – | 0.19% | 104 |
|
|
2015
Q2 | $317K | Hold |
4,081
| – | – | 0.2% | 103 |
|
|
2015
Q1 | $297K | Hold |
4,081
| – | – | 0.19% | 108 |
|
|
2014
Q4 | $328K | Sell |
4,081
-626
| -13% | -$50.3K | 0.21% | 102 |
|
|
2014
Q3 | $434K | Hold |
4,707
| – | – | 0.3% | 78 |
|
|
2014
Q2 | $463K | Sell |
4,707
-53
| -1% | -$5.21K | 0.32% | 74 |
|
|
2014
Q1 | $435K | Buy |
4,760
+1,409
| +42% | +$129K | 0.32% | 72 |
|
|
2013
Q4 | $305K | Buy |
+3,351
| New | +$305K | 0.23% | 86 |
|