Essex Investment Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-20,653
| Closed | -$851K | – | 450 |
|
|
2019
Q4 | $851K | Buy |
20,653
+9,646
| +88% | +$397K | 0.1% | 252 |
|
|
2019
Q3 | $489K | Buy |
+11,007
| New | +$489K | 0.07% | 293 |
|
|
2017
Q1 | – | Sell |
-19,981
| Closed | -$1.42M | – | 365 |
|
|
2016
Q4 | $1.42M | Sell |
19,981
-17,676
| -47% | -$1.26M | 0.23% | 114 |
|
|
2016
Q3 | $2.75M | Sell |
37,657
-20
| -0.1% | -$1.46K | 0.44% | 56 |
|
|
2016
Q2 | $2.85M | Hold |
37,677
| – | – | 0.47% | 52 |
|
|
2016
Q1 | $2.58M | Sell |
37,677
-64
| -0.2% | -$4.38K | 0.44% | 51 |
|
|
2015
Q4 | $2.55M | Sell |
37,741
-20
| -0.1% | -$1.35K | 0.4% | 59 |
|
|
2015
Q3 | $2.49M | Hold |
37,761
| – | – | 0.41% | 57 |
|
|
2015
Q2 | $2.93M | Hold |
37,761
| – | – | 0.44% | 61 |
|
|
2015
Q1 | $2.75M | Buy |
+37,761
| New | +$2.75M | 0.39% | 75 |
|
|
2014
Q4 | – | Sell |
-2,260
| Closed | -$208K | – | 344 |
|
|
2014
Q3 | $208K | Sell |
2,260
-18,603
| -89% | -$1.71M | 0.03% | 324 |
|
|
2014
Q2 | $2.05M | Buy |
20,863
+127
| +0.6% | +$12.5K | 0.3% | 107 |
|
|
2014
Q1 | $1.89M | Sell |
20,736
-318
| -2% | -$29K | 0.28% | 123 |
|
|
2013
Q4 | $1.92M | Buy |
21,054
+711
| +3% | +$64.8K | 0.27% | 109 |
|
|
2013
Q3 | $1.82M | Buy |
+20,343
| New | +$1.82M | 0.28% | 102 |
|