Formidable Asset Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-8,945
| Closed | -$442K | – | 407 |
|
|
2025
Q2 | $442K | Hold |
8,945
| – | – | 0.07% | 249 |
|
|
2025
Q1 | $442K | Buy |
8,945
+1,280
| +17% | +$62.5K | 0.07% | 246 |
|
|
2024
Q4 | $379K | Buy |
7,665
+2,250
| +42% | +$114K | 0.06% | 268 |
|
|
2024
Q3 | $279K | Buy |
+5,415
| New | +$309K | 0.04% | 304 |
|
|
2023
Q1 | – | Sell |
-4,634
| Closed | -$292K | – | 337 |
|
|
2022
Q4 | $292K | Buy |
+4,634
| New | +$316K | 0.07% | 233 |
|
|
2022
Q2 | – | Sell |
-4,506
| Closed | -$256K | – | 342 |
|
|
2022
Q1 | $256K | Buy |
+4,506
| New | +$199K | 0.05% | 271 |
|
|
2020
Q1 | – | Sell |
-6,305
| Closed | -$265K | – | 260 |
|
|
2019
Q4 | $265K | Sell |
6,305
-1,170
| -16% | -$46.9K | 0.08% | 170 |
|
|
2019
Q3 | $332K | Sell |
7,475
-2,082
| -22% | -$98.4K | 0.31% | 59 |
|
|
2019
Q2 | $482K | Buy |
+9,557
| New | +$538K | 0.17% | 118 |
|
|
2017
Q4 | – | Sell |
-3,440
| Closed | -$221K | – | 183 |
|
|
2017
Q3 | $221K | Sell |
3,440
-453
| -12% | -$27.6K | 0.09% | 178 |
|
|
2017
Q2 | $233K | Hold |
3,893
| – | – | 0.12% | 148 |
|
|
2017
Q1 | $236K | Sell |
3,893
-499
| -11% | -$33.2K | 0.1% | 159 |
|
|
2016
Q4 | $313K | Sell |
4,392
-140
| -3% | -$9.94K | 0.16% | 129 |
|
|
2016
Q3 | $330K | Buy |
4,532
+20
| +0.4% | +$1.5K | 0.16% | 126 |
|
|
2016
Q2 | $344K | Buy |
4,512
+454
| +11% | +$33.9K | 0.19% | 118 |
|
|
2016
Q1 | $304K | Sell |
4,058
-322
| -7% | -$21.6K | 0.21% | 104 |
|
|
2015
Q4 | $286K | Buy |
4,380
+77
| +2% | +$5.54K | 0.2% | 111 |
|
|
2015
Q3 | $284K | Buy |
4,303
+166
| +4% | +$11.6K | 0.19% | 111 |
|
|
2015
Q2 | $321K | Hold |
4,137
| – | – | 0.2% | 103 |
|
|
2015
Q1 | $317K | Buy |
4,137
+58
| +1% | +$4.49K | 0.21% | 101 |
|
|
2014
Q4 | $328K | Sell |
4,079
-171
| -4% | -$14.2K | 0.22% | 93 |
|
|
2014
Q3 | $355K | Buy |
4,250
+4,187
| +6,646% | +$402K | 0.23% | 92 |
|
|
2014
Q2 | $6K | Hold |
63
| – | – | ﹤0.01% | 412 |
|
|
2014
Q1 | $6K | Hold |
63
| – | – | ﹤0.01% | 370 |
|
|
2013
Q4 | $5K | Hold |
63
| – | – | ﹤0.01% | 415 |
|
|
2013
Q3 | $6K | Buy |
+63
| New | +$5.42K | 0.01% | 349 |
|
Other funds holding OXY
HHII
