DBIA
Dumont & Blake Investment Advisors’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
6,592
| – | – | 0.07% | 166 |
|
|
2025
Q1 | $325K | Buy |
6,592
+10
| +0.2% | +$494 | 0.09% | 156 |
|
|
2024
Q4 | $325K | Buy |
6,582
+41
| +0.6% | +$2.03K | 0.09% | 159 |
|
|
2024
Q3 | $337K | Sell |
6,541
-6,763
| -51% | -$349K | 0.09% | 161 |
|
|
2024
Q2 | $839K | Buy |
13,304
+6,617
| +99% | +$417K | 0.12% | 144 |
|
|
2024
Q1 | $435K | Buy |
6,687
+45
| +0.7% | +$2.93K | 0.13% | 142 |
|
|
2023
Q4 | $397K | Sell |
6,642
-515
| -7% | -$30.8K | 0.12% | 141 |
|
|
2023
Q3 | $464K | Buy |
7,157
+9
| +0.1% | +$583 | 0.16% | 130 |
|
|
2023
Q2 | $420K | Sell |
7,148
-223
| -3% | -$13.1K | 0.14% | 136 |
|
|
2023
Q1 | $460K | Sell |
7,371
-100
| -1% | -$6.24K | 0.16% | 131 |
|
|
2022
Q4 | $471K | Sell |
7,471
-30
| -0.4% | -$1.89K | 0.17% | 130 |
|
|
2022
Q3 | $461K | Buy |
7,501
+5
| +0.1% | +$307 | 0.17% | 132 |
|
|
2022
Q2 | $441K | Buy |
7,496
+21
| +0.3% | +$1.24K | 0.14% | 136 |
|
|
2022
Q1 | $424K | Sell |
7,475
-107
| -1% | -$6.07K | 0.12% | 156 |
|
|
2021
Q4 | $220K | Buy |
7,582
+350
| +5% | +$10.2K | 0.06% | 187 |
|
|
2021
Q3 | $214K | Buy |
7,232
+215
| +3% | +$6.36K | 0.06% | 188 |
|
|
2021
Q2 | $219K | Buy |
+7,017
| New | +$219K | 0.06% | 193 |
|
|
2020
Q1 | – | Sell |
-7,409
| Closed | -$305K | – | 170 |
|
|
2019
Q4 | $305K | Sell |
7,409
-70
| -0.9% | -$2.88K | 0.12% | 140 |
|
|
2019
Q3 | $333K | Sell |
7,479
-40
| -0.5% | -$1.78K | 0.14% | 139 |
|
|
2019
Q2 | $378K | Hold |
7,519
| – | – | 0.16% | 137 |
|
|
2019
Q1 | $498K | Sell |
7,519
-35
| -0.5% | -$2.32K | 0.21% | 115 |
|
|
2018
Q4 | $464K | Sell |
7,554
-579
| -7% | -$35.6K | 0.22% | 115 |
|
|
2018
Q3 | $668K | Buy |
8,133
+210
| +3% | +$17.2K | 0.26% | 118 |
|
|
2018
Q2 | $663K | Buy |
7,923
+250
| +3% | +$20.9K | 0.28% | 114 |
|
|
2018
Q1 | $498K | Buy |
7,673
+40
| +0.5% | +$2.6K | 0.21% | 121 |
|
|
2017
Q4 | $562K | Sell |
7,633
-73
| -0.9% | -$5.38K | 0.23% | 121 |
|
|
2017
Q3 | $495K | Sell |
7,706
-230
| -3% | -$14.8K | 0.21% | 123 |
|
|
2017
Q2 | $475K | Hold |
7,936
| – | – | 0.21% | 122 |
|
|
2017
Q1 | $503K | Buy |
7,936
+125
| +2% | +$7.92K | 0.23% | 121 |
|
|
2016
Q4 | $556K | Sell |
7,811
-145
| -2% | -$10.3K | 0.26% | 119 |
|
|
2016
Q3 | $580K | Hold |
7,956
| – | – | 0.28% | 114 |
|
|
2016
Q2 | $601K | Sell |
7,956
-175
| -2% | -$13.2K | 0.3% | 106 |
|
|
2016
Q1 | $556K | Sell |
8,131
-110
| -1% | -$7.52K | 0.29% | 110 |
|
|
2015
Q4 | $557K | Sell |
8,241
-30
| -0.4% | -$2.03K | 0.28% | 117 |
|
|
2015
Q3 | $547K | Sell |
8,271
-3,098
| -27% | -$205K | 0.3% | 111 |
|
|
2015
Q2 | $884K | Hold |
11,369
| – | – | 0.43% | 91 |
|
|
2015
Q1 | $830K | Buy |
11,369
+194
| +2% | +$14.2K | 0.4% | 96 |
|
|
2014
Q4 | $901K | Sell |
11,175
-65
| -0.6% | -$5.24K | 0.45% | 92 |
|
|
2014
Q3 | $1.08M | Hold |
11,240
| – | – | 0.56% | 70 |
|
|
2014
Q2 | $1.15M | Sell |
11,240
-50
| -0.4% | -$5.13K | 0.58% | 68 |
|
|
2014
Q1 | $1.08M | Sell |
11,290
-345
| -3% | -$32.9K | 0.56% | 70 |
|
|
2013
Q4 | $1.11M | Sell |
11,635
-1,425
| -11% | -$135K | 0.57% | 69 |
|
|
2013
Q3 | $1.22M | Hold |
13,060
| – | – | 0.58% | 67 |
|
|
2013
Q2 | $1.17M | Buy |
+13,060
| New | +$1.17M | 0.7% | 57 |
|