EP Wealth 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 | $987K | Buy |
23,500
+2,696
| +13% | +$113K | 0.01% | 570 |
|
|
2025
Q1 | $1.03M | Sell |
20,804
-2,064
| -9% | -$102K | 0.01% | 493 |
|
|
2024
Q4 | $1.13M | Buy |
22,868
+10,213
| +81% | +$505K | 0.01% | 467 |
|
|
2024
Q3 | $652K | Buy |
12,655
+9,170
| +263% | +$473K | 0.01% | 610 |
|
|
2024
Q2 | $220K | Sell |
3,485
-1,896
| -35% | -$120K | ﹤0.01% | 735 |
|
|
2024
Q1 | $350K | Sell |
5,381
-524
| -9% | -$34.1K | ﹤0.01% | 589 |
|
|
2023
Q4 | $353K | Sell |
5,905
-1,155
| -16% | -$69K | ﹤0.01% | 574 |
|
|
2023
Q3 | $458K | Sell |
7,060
-772,871
| -99% | -$50.1M | 0.01% | 475 |
|
|
2023
Q2 | $382K | Buy |
779,931
+705,246
| +944% | +$346K | 0.01% | 515 |
|
|
2023
Q1 | $2.69M | Buy |
74,685
+67,557
| +948% | +$2.44M | 0.05% | 202 |
|
|
2022
Q4 | $449K | Buy |
+7,128
| New | +$449K | 0.01% | 404 |
|
|
2022
Q3 | – | Sell |
-4,662
| Closed | -$274K | – | 539 |
|
|
2022
Q2 | $274K | Buy |
4,662
+602
| +15% | +$35.4K | 0.01% | 499 |
|
|
2022
Q1 | $230K | Buy |
+4,060
| New | +$230K | 0.01% | 542 |
|
|
2021
Q4 | – | Sell |
-7,593
| Closed | -$225K | – | 559 |
|
|
2021
Q3 | $225K | Sell |
7,593
-324
| -4% | -$9.6K | 0.01% | 492 |
|
|
2021
Q2 | $248K | Buy |
+7,917
| New | +$248K | 0.01% | 483 |
|
|
2018
Q4 | – | Sell |
-4,915
| Closed | -$404K | – | 289 |
|
|
2018
Q3 | $404K | Buy |
+4,915
| New | +$404K | 0.03% | 188 |
|
|
2015
Q2 | – | Sell |
-79,702
| Closed | -$5.81M | – | 130 |
|
|
2015
Q1 | $5.81M | Buy |
79,702
+13,132
| +20% | +$957K | 1.09% | 36 |
|
|
2014
Q4 | $5.36M | Sell |
66,570
-3,016
| -4% | -$243K | 0.88% | 42 |
|
|
2014
Q3 | $6.41M | Buy |
69,586
+3,270
| +5% | +$301K | 1.04% | 37 |
|
|
2014
Q2 | $6.52M | Buy |
66,316
+1,947
| +3% | +$191K | 1.52% | 31 |
|
|
2014
Q1 | $5.88M | Buy |
64,369
+5,089
| +9% | +$465K | 1.61% | 30 |
|
|
2013
Q4 | $5.4M | Buy |
59,280
+3,455
| +6% | +$315K | 1.4% | 33 |
|
|
2013
Q3 | $5M | Buy |
55,825
+2,022
| +4% | +$181K | 1.57% | 31 |
|
|
2013
Q2 | $4.6M | Buy |
+53,803
| New | +$4.6M | 1.66% | 30 |
|