CA
Cumberland Advisors’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
40,500
-2
| -0% | -$84 | 0.72% | 29 |
|
|
2025
Q1 | $2M | Buy |
40,502
+2,002
| +5% | +$98.8K | 0.91% | 24 |
|
|
2024
Q4 | $1.9M | Sell |
38,500
-1,000
| -3% | -$49.4K | 0.76% | 29 |
|
|
2024
Q3 | $2.04M | Hold |
39,500
| – | – | 0.81% | 26 |
|
|
2024
Q2 | $2.49M | Sell |
39,500
-2,000
| -5% | -$126K | 1.02% | 22 |
|
|
2024
Q1 | $2.7M | Hold |
41,500
| – | – | 1% | 24 |
|
|
2023
Q4 | $2.48M | Buy |
+41,500
| New | +$2.48M | 1.06% | 23 |
|
|
2023
Q3 | – | Sell |
-41,100
| Closed | -$2.42M | – | 61 |
|
|
2023
Q2 | $2.42M | Buy |
41,100
+1,200
| +3% | +$70.6K | 1.1% | 21 |
|
|
2023
Q1 | $2.49M | Hold |
39,900
| – | – | 1.02% | 24 |
|
|
2022
Q4 | $2.51M | Hold |
39,900
| – | – | 1.09% | 23 |
|
|
2022
Q3 | $2.45M | Buy |
39,900
+1,500
| +4% | +$92.2K | 0.98% | 24 |
|
|
2022
Q2 | $2.26M | Hold |
38,400
| – | – | 0.75% | 23 |
|
|
2022
Q1 | $2.18M | Buy |
38,400
+2,800
| +8% | +$159K | 0.5% | 32 |
|
|
2021
Q4 | $1.03M | Buy |
35,600
+7,000
| +24% | +$203K | 0.22% | 43 |
|
|
2021
Q3 | $846K | Sell |
28,600
-1,500
| -5% | -$44.4K | 0.2% | 44 |
|
|
2021
Q2 | $941K | Hold |
30,100
| – | – | 0.22% | 46 |
|
|
2021
Q1 | $801K | Buy |
30,100
+16,800
| +126% | +$447K | 0.2% | 49 |
|
|
2020
Q4 | $230K | Buy |
+13,300
| New | +$230K | 0.08% | 54 |
|
|
2020
Q2 | $550K | Buy |
30,050
+14,000
| +87% | +$256K | 0.21% | 47 |
|
|
2020
Q1 | $186K | Buy |
16,050
+7,150
| +80% | +$82.9K | 0.08% | 59 |
|
|
2019
Q4 | $367K | Buy |
8,900
+200
| +2% | +$8.25K | 0.13% | 59 |
|
|
2019
Q3 | $387K | Buy |
8,700
+4,000
| +85% | +$178K | 0.11% | 60 |
|
|
2019
Q2 | $236K | Hold |
4,700
| – | – | 0.08% | 70 |
|
|
2019
Q1 | $311K | Buy |
4,700
+150
| +3% | +$9.93K | 0.11% | 63 |
|
|
2018
Q4 | $279K | Buy |
+4,550
| New | +$279K | 0.1% | 60 |
|