Crestwood Advisors 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 | $251K | Buy |
+5,974
| New | +$251K | ﹤0.01% | 478 |
|
|
2017
Q2 | – | Sell |
-2,173
| Closed | -$130K | – | 360 |
|
|
2017
Q1 | $130K | Sell |
2,173
-899
| -29% | -$53.8K | 0.01% | 167 |
|
|
2016
Q4 | $219K | Sell |
3,072
-300
| -9% | -$21.4K | 0.02% | 147 |
|
|
2016
Q3 | $246K | Sell |
3,372
-1,760
| -34% | -$128K | 0.03% | 115 |
|
|
2016
Q2 | $388K | Hold |
5,132
| – | – | 0.05% | 92 |
|
|
2016
Q1 | $351K | Sell |
5,132
-209
| -4% | -$14.3K | 0.04% | 105 |
|
|
2015
Q4 | $360K | Buy |
5,341
+1,002
| +23% | +$67.5K | 0.04% | 108 |
|
|
2015
Q3 | $287K | Hold |
4,339
| – | – | 0.04% | 118 |
|
|
2015
Q2 | $337K | Sell |
4,339
-2,705
| -38% | -$210K | 0.04% | 111 |
|
|
2015
Q1 | $513K | Sell |
7,044
-960
| -12% | -$69.9K | 0.07% | 79 |
|
|
2014
Q4 | $644K | Sell |
8,004
-1,400
| -15% | -$113K | 0.1% | 68 |
|
|
2014
Q3 | $866K | Buy |
9,404
+2,035
| +28% | +$187K | 0.14% | 59 |
|
|
2014
Q2 | $725K | Buy |
7,369
+21
| +0.3% | +$2.07K | 0.12% | 61 |
|
|
2014
Q1 | $671K | Sell |
7,348
-2,073
| -22% | -$189K | 0.11% | 62 |
|
|
2013
Q4 | $858K | Buy |
9,421
+52
| +0.6% | +$4.74K | 0.14% | 56 |
|
|
2013
Q3 | $840K | Sell |
9,369
-261
| -3% | -$23.4K | 0.15% | 56 |
|
|
2013
Q2 | $823K | Buy |
+9,630
| New | +$823K | 0.15% | 57 |
|