Gradient Investments’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 | $1.84M | Buy |
+43,833
| New | +$1.84M | 0.03% | 196 |
|
2024
Q3 | – | Sell |
-634
| Closed | -$40K | – | 989 |
|
2024
Q2 | $40K | Hold |
634
| – | – | ﹤0.01% | 527 |
|
2024
Q1 | $41.2K | Sell |
634
-6,030
| -90% | -$392K | ﹤0.01% | 446 |
|
2023
Q4 | $398K | Buy |
6,664
+4,833
| +264% | +$289K | 0.01% | 280 |
|
2023
Q3 | $119K | Sell |
1,831
-5,182
| -74% | -$336K | ﹤0.01% | 363 |
|
2023
Q2 | $412K | Buy |
7,013
+5,494
| +362% | +$323K | 0.01% | 254 |
|
2023
Q1 | $94.9K | Buy |
1,519
+4
| +0.3% | +$250 | ﹤0.01% | 385 |
|
2022
Q4 | $95.5K | Sell |
1,515
-87
| -5% | -$5.48K | ﹤0.01% | 398 |
|
2022
Q3 | $98K | Buy |
1,602
+49
| +3% | +$3K | ﹤0.01% | 374 |
|
2022
Q2 | $91K | Hold |
1,553
| – | – | ﹤0.01% | 389 |
|
2022
Q1 | $88K | Buy |
1,553
+500
| +47% | +$28.3K | ﹤0.01% | 388 |
|
2021
Q4 | $31K | Buy |
1,053
+100
| +10% | +$2.94K | ﹤0.01% | 578 |
|
2021
Q3 | $28K | Hold |
953
| – | – | ﹤0.01% | 584 |
|
2021
Q2 | $30K | Sell |
953
-123
| -11% | -$3.87K | ﹤0.01% | 565 |
|
2021
Q1 | $29K | Sell |
1,076
-156
| -13% | -$4.2K | ﹤0.01% | 560 |
|
2020
Q4 | $12K | Hold |
1,232
| – | – | ﹤0.01% | 665 |
|
2020
Q3 | $12K | Hold |
1,232
| – | – | ﹤0.01% | 669 |
|
2020
Q2 | $23K | Sell |
1,232
-506
| -29% | -$9.45K | ﹤0.01% | 499 |
|
2020
Q1 | $20K | Buy |
1,738
+506
| +41% | +$5.82K | ﹤0.01% | 518 |
|
2019
Q4 | $51K | Sell |
1,232
-363
| -23% | -$15K | ﹤0.01% | 396 |
|
2019
Q3 | $71K | Sell |
1,595
-166,665
| -99% | -$7.42M | ﹤0.01% | 333 |
|
2019
Q2 | $8.46M | Buy |
168,260
+59,086
| +54% | +$2.97M | 0.43% | 70 |
|
2019
Q1 | $7.23M | Sell |
109,174
-19,852
| -15% | -$1.31M | 0.47% | 68 |
|
2018
Q4 | $7.92M | Buy |
129,026
+122,067
| +1,754% | +$7.49M | 0.48% | 51 |
|
2018
Q3 | $572K | Buy |
6,959
+21
| +0.3% | +$1.73K | 0.03% | 187 |
|
2018
Q2 | $581K | Sell |
6,938
-933
| -12% | -$78.1K | 0.03% | 186 |
|
2018
Q1 | $511K | Sell |
7,871
-811
| -9% | -$52.7K | 0.03% | 186 |
|
2017
Q4 | $640K | Sell |
8,682
-111,593
| -93% | -$8.23M | 0.04% | 158 |
|
2017
Q3 | $7.72M | Buy |
120,275
+8,672
| +8% | +$557K | 0.49% | 36 |
|
2017
Q2 | $6.68M | Buy |
111,603
+15,682
| +16% | +$939K | 0.47% | 57 |
|
2017
Q1 | $6.08M | Buy |
95,921
+13,369
| +16% | +$847K | 0.47% | 62 |
|
2016
Q4 | $5.88M | Buy |
82,552
+74,424
| +916% | +$5.3M | 0.52% | 38 |
|
2016
Q3 | $593K | Buy |
8,128
+1,691
| +26% | +$123K | 0.06% | 121 |
|
2016
Q2 | $486K | Buy |
6,437
+2,230
| +53% | +$168K | 0.05% | 118 |
|
2016
Q1 | $288K | Buy |
4,207
+2,919
| +227% | +$200K | 0.04% | 151 |
|
2015
Q4 | $87K | Buy |
1,288
+284
| +28% | +$19.2K | 0.01% | 213 |
|
2015
Q3 | $66K | Buy |
1,004
+1
| +0.1% | +$66 | 0.01% | 215 |
|
2015
Q2 | $78K | Buy |
1,003
+699
| +230% | +$54.4K | 0.01% | 214 |
|
2015
Q1 | $22K | Buy |
304
+201
| +195% | +$14.5K | ﹤0.01% | 318 |
|
2014
Q4 | $8K | Sell |
103
-5
| -5% | -$388 | ﹤0.01% | 376 |
|
2014
Q3 | $10K | Hold |
108
| – | – | ﹤0.01% | 329 |
|
2014
Q2 | $11K | Hold |
108
| – | – | ﹤0.01% | 349 |
|
2014
Q1 | $10K | Sell |
108
-28
| -21% | -$2.59K | ﹤0.01% | 346 |
|
2013
Q4 | $12K | Buy |
136
+28
| +26% | +$2.47K | ﹤0.01% | 367 |
|
2013
Q3 | $10K | Buy |
+108
| New | +$10K | ﹤0.01% | 286 |
|