Everett Harris & Co’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 | $232K | Sell |
5,530
-1,842
| -25% | -$77.4K | ﹤0.01% | 305 |
|
|
2025
Q1 | $364K | Buy |
7,372
+695
| +10% | +$34.3K | ﹤0.01% | 242 |
|
|
2024
Q4 | $330K | Buy |
6,677
+1,107
| +20% | +$54.7K | ﹤0.01% | 235 |
|
|
2024
Q3 | $287K | Buy |
5,570
+155
| +3% | +$7.99K | ﹤0.01% | 242 |
|
|
2024
Q2 | $341K | Buy |
5,415
+220
| +4% | +$13.9K | ﹤0.01% | 215 |
|
|
2024
Q1 | $338K | Buy |
5,195
+742
| +17% | +$48.2K | ﹤0.01% | 211 |
|
|
2023
Q4 | $266K | Sell |
4,453
-800
| -15% | -$47.8K | ﹤0.01% | 225 |
|
|
2023
Q3 | $341K | Sell |
5,253
-1,500
| -22% | -$97.3K | 0.01% | 203 |
|
|
2023
Q2 | $397K | Sell |
6,753
-882
| -12% | -$51.9K | 0.01% | 192 |
|
|
2023
Q1 | $477K | Hold |
7,635
| – | – | 0.01% | 178 |
|
|
2022
Q4 | $481K | Hold |
7,635
| – | – | 0.01% | 176 |
|
|
2022
Q3 | $469K | Buy |
7,635
+225
| +3% | +$13.8K | 0.01% | 174 |
|
|
2022
Q2 | $436K | Hold |
7,410
| – | – | 0.01% | 191 |
|
|
2022
Q1 | $420K | Hold |
7,410
| – | – | 0.01% | 200 |
|
|
2021
Q4 | $215K | Hold |
7,410
| – | – | ﹤0.01% | 253 |
|
|
2021
Q3 | $219K | Hold |
7,410
| – | – | ﹤0.01% | 248 |
|
|
2021
Q2 | $232K | Buy |
+7,410
| New | +$232K | ﹤0.01% | 245 |
|
|
2020
Q1 | – | Sell |
-7,586
| Closed | -$313K | – | 240 |
|
|
2019
Q4 | $313K | Sell |
7,586
-230
| -3% | -$9.49K | 0.01% | 216 |
|
|
2019
Q3 | $348K | Sell |
7,816
-1,989
| -20% | -$88.6K | 0.01% | 193 |
|
|
2019
Q2 | $493K | Hold |
9,805
| – | – | 0.01% | 177 |
|
|
2019
Q1 | $649K | Hold |
9,805
| – | – | 0.02% | 154 |
|
|
2018
Q4 | $602K | Hold |
9,805
| – | – | 0.02% | 149 |
|
|
2018
Q3 | $806K | Hold |
9,805
| – | – | 0.02% | 143 |
|
|
2018
Q2 | $820K | Sell |
9,805
-146
| -1% | -$12.2K | 0.02% | 137 |
|
|
2018
Q1 | $646K | Hold |
9,951
| – | – | 0.02% | 147 |
|
|
2017
Q4 | $733K | Hold |
9,951
| – | – | 0.02% | 147 |
|
|
2017
Q3 | $639K | Sell |
9,951
-702
| -7% | -$45.1K | 0.02% | 152 |
|
|
2017
Q2 | $638K | Buy |
10,653
+702
| +7% | +$42K | 0.02% | 156 |
|
|
2017
Q1 | $630K | Hold |
9,951
| – | – | 0.02% | 157 |
|
|
2016
Q4 | $709K | Hold |
9,951
| – | – | 0.02% | 148 |
|
|
2016
Q3 | $726K | Hold |
9,951
| – | – | 0.03% | 148 |
|
|
2016
Q2 | $752K | Hold |
9,951
| – | – | 0.03% | 144 |
|
|
2016
Q1 | $681K | Sell |
9,951
-632
| -6% | -$43.3K | 0.02% | 156 |
|
|
2015
Q4 | $714K | Hold |
10,583
| – | – | 0.02% | 149 |
|
|
2015
Q3 | $699K | Sell |
10,583
-319
| -3% | -$21.1K | 0.03% | 152 |
|
|
2015
Q2 | $846K | Sell |
10,902
-100
| -0.9% | -$7.76K | 0.03% | 141 |
|
|
2015
Q1 | $802K | Buy |
11,002
+319
| +3% | +$23.3K | 0.03% | 135 |
|
|
2014
Q4 | $860K | Sell |
10,683
-804
| -7% | -$64.7K | 0.03% | 134 |
|
|
2014
Q3 | $1.06M | Hold |
11,487
| – | – | 0.04% | 125 |
|
|
2014
Q2 | $1.13M | Hold |
11,487
| – | – | 0.04% | 118 |
|
|
2014
Q1 | $1.05M | Hold |
11,487
| – | – | 0.04% | 115 |
|
|
2013
Q4 | $1.05M | Sell |
11,487
-109
| -0.9% | -$9.94K | 0.04% | 111 |
|
|
2013
Q3 | $1.04M | Hold |
11,596
| – | – | 0.04% | 101 |
|
|
2013
Q2 | $991K | Buy |
+11,596
| New | +$991K | 0.04% | 107 |
|