Creative Planning’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 | $13.5M | Buy |
320,275
+161,023
| +101% | +$6.76M | 0.01% | 434 |
|
|
2025
Q1 | $7.86M | Sell |
159,252
-41,933
| -21% | -$2.07M | 0.01% | 561 |
|
|
2024
Q4 | $9.94M | Sell |
201,185
-46,245
| -19% | -$2.28M | 0.01% | 446 |
|
|
2024
Q3 | $12.8M | Buy |
247,430
+119,211
| +93% | +$6.14M | 0.01% | 369 |
|
|
2024
Q2 | $8.08M | Sell |
128,219
-746
| -0.6% | -$47K | 0.01% | 469 |
|
|
2024
Q1 | $8.38M | Sell |
128,965
-30,572
| -19% | -$1.99M | 0.01% | 452 |
|
|
2023
Q4 | $9.53M | Buy |
159,537
+11,543
| +8% | +$689K | 0.02% | 387 |
|
|
2023
Q3 | $9.6M | Buy |
147,994
+27,524
| +23% | +$1.79M | 0.01% | 363 |
|
|
2023
Q2 | $7.08M | Buy |
120,470
+26,283
| +28% | +$1.55M | 0.01% | 421 |
|
|
2023
Q1 | $5.88M | Sell |
94,187
-12,563
| -12% | -$784K | 0.01% | 459 |
|
|
2022
Q4 | $6.72M | Sell |
106,750
-47,309
| -31% | -$2.98M | 0.01% | 412 |
|
|
2022
Q3 | $9.47M | Buy |
154,059
+5,561
| +4% | +$342K | 0.02% | 318 |
|
|
2022
Q2 | $8.74M | Buy |
148,498
+17,299
| +13% | +$1.02M | 0.01% | 342 |
|
|
2022
Q1 | $7.44M | Buy |
131,199
+6,171
| +5% | +$350K | 0.01% | 368 |
|
|
2021
Q4 | $3.63M | Sell |
125,028
-3,672
| -3% | -$106K | 0.01% | 506 |
|
|
2021
Q3 | $3.81M | Buy |
128,700
+55,531
| +76% | +$1.64M | 0.01% | 492 |
|
|
2021
Q2 | $2.29M | Sell |
73,169
-53,202
| -42% | -$1.66M | ﹤0.01% | 626 |
|
|
2021
Q1 | $3.36M | Sell |
126,371
-8,449
| -6% | -$225K | 0.01% | 517 |
|
|
2020
Q4 | $2.33M | Sell |
134,820
-68,561
| -34% | -$1.19M | 0.01% | 601 |
|
|
2020
Q3 | $2.04M | Buy |
203,381
+21,647
| +12% | +$217K | 0.01% | 549 |
|
|
2020
Q2 | $3.33M | Buy |
181,734
+48,054
| +36% | +$879K | 0.01% | 347 |
|
|
2020
Q1 | $1.55M | Buy |
133,680
+33,409
| +33% | +$387K | 0.01% | 500 |
|
|
2019
Q4 | $4.13M | Buy |
100,271
+10,945
| +12% | +$451K | 0.01% | 332 |
|
|
2019
Q3 | $3.97M | Buy |
89,326
+24,572
| +38% | +$1.09M | 0.01% | 331 |
|
|
2019
Q2 | $3.26M | Buy |
64,754
+16,526
| +34% | +$831K | 0.01% | 372 |
|
|
2019
Q1 | $3.19M | Sell |
48,228
-9,830
| -17% | -$651K | 0.01% | 355 |
|
|
2018
Q4 | $3.56M | Sell |
58,058
-6,326
| -10% | -$388K | 0.01% | 307 |
|
|
2018
Q3 | $5.29M | Buy |
64,384
+2,822
| +5% | +$232K | 0.02% | 256 |
|
|
2018
Q2 | $5.15M | Buy |
61,562
+4,455
| +8% | +$373K | 0.02% | 248 |
|
|
2018
Q1 | $3.71M | Sell |
57,107
-1,438
| -2% | -$93.4K | 0.02% | 317 |
|
|
2017
Q4 | $4.31M | Buy |
58,545
+5,146
| +10% | +$379K | 0.02% | 270 |
|
|
2017
Q3 | $3.43M | Sell |
53,399
-551
| -1% | -$35.4K | 0.02% | 311 |
|
|
2017
Q2 | $3.23M | Sell |
53,950
-2,066
| -4% | -$124K | 0.02% | 307 |
|
|
2017
Q1 | $3.55M | Sell |
56,016
-6,540
| -10% | -$414K | 0.02% | 277 |
|
|
2016
Q4 | $4.46M | Sell |
62,556
-3,661
| -6% | -$261K | 0.03% | 220 |
|
|
2016
Q3 | $4.83M | Buy |
66,217
+25,891
| +64% | +$1.89M | 0.03% | 211 |
|
|
2016
Q2 | $3.05M | Sell |
40,326
-1,321
| -3% | -$99.8K | 0.02% | 253 |
|
|
2016
Q1 | $2.85M | Buy |
41,647
+3,646
| +10% | +$250K | 0.02% | 246 |
|
|
2015
Q4 | $2.57M | Buy |
38,001
+2,088
| +6% | +$141K | 0.02% | 261 |
|
|
2015
Q3 | $2.37M | Sell |
35,913
-659
| -2% | -$43.5K | 0.02% | 264 |
|
|
2015
Q2 | $2.84M | Sell |
36,572
-1,427
| -4% | -$111K | 0.03% | 228 |
|
|
2015
Q1 | $2.77M | Buy |
37,999
+273
| +0.7% | +$19.9K | 0.03% | 225 |
|
|
2014
Q4 | $3.04M | Sell |
37,726
-2,770
| -7% | -$223K | 0.03% | 199 |
|
|
2014
Q3 | $3.73M | Buy |
40,496
+3,354
| +9% | +$309K | 0.04% | 157 |
|
|
2014
Q2 | $3.65M | Buy |
37,142
+2,361
| +7% | +$232K | 0.05% | 149 |
|
|
2014
Q1 | $3.18M | Sell |
34,781
-832
| -2% | -$76K | 0.05% | 139 |
|
|
2013
Q4 | $3.25M | Buy |
35,613
+4,886
| +16% | +$445K | 0.06% | 129 |
|
|
2013
Q3 | $2.75M | Buy |
30,727
+6,405
| +26% | +$574K | 0.05% | 118 |
|
|
2013
Q2 | $2.08M | Buy |
+24,322
| New | +$2.08M | 0.05% | 128 |
|