HighPoint Advisor Group’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 | $606K | Buy |
14,418
+1,323
| +10% | +$55.6K | 0.03% | 337 |
|
|
2025
Q1 | $528K | Sell |
13,095
-236
| -2% | -$9.52K | 0.03% | 347 |
|
|
2024
Q4 | $648K | Sell |
13,331
-954
| -7% | -$46.4K | 0.04% | 320 |
|
|
2024
Q3 | $708K | Sell |
14,285
-1,513
| -10% | -$75K | 0.04% | 293 |
|
|
2024
Q2 | $952K | Buy |
15,798
+492
| +3% | +$29.6K | 0.06% | 241 |
|
|
2024
Q1 | $963K | Sell |
15,306
-277
| -2% | -$17.4K | 0.07% | 226 |
|
|
2023
Q4 | $1.01M | Buy |
+15,583
| New | +$1.01M | 0.07% | 220 |
|
|
2022
Q2 | $581K | Buy |
+9,828
| New | +$581K | 0.06% | 257 |
|
|
2021
Q3 | $295K | Sell |
9,957
-2,735
| -22% | -$81K | 0.03% | 409 |
|
|
2021
Q2 | $397K | Buy |
12,692
+1,021
| +9% | +$31.9K | 0.04% | 344 |
|
|
2021
Q1 | $287K | Buy |
11,671
+372
| +3% | +$9.15K | 0.03% | 380 |
|
|
2020
Q4 | $279K | Buy |
+11,299
| New | +$279K | 0.03% | 364 |
|
|
2020
Q3 | – | Sell |
-10,351
| Closed | -$180K | – | 401 |
|
|
2020
Q2 | $180K | Sell |
10,351
-366
| -3% | -$6.37K | 0.04% | 319 |
|
|
2020
Q1 | $148K | Sell |
10,717
-2,712
| -20% | -$37.5K | 0.04% | 310 |
|
|
2019
Q4 | $593K | Buy |
13,429
+1,336
| +11% | +$59K | 0.12% | 151 |
|
|
2019
Q3 | $484K | Buy |
12,093
+9
| +0.1% | +$360 | 0.11% | 166 |
|
|
2019
Q2 | $634K | Sell |
12,084
-2,078
| -15% | -$109K | 0.15% | 120 |
|
|
2019
Q1 | $845K | Buy |
14,162
+1,584
| +13% | +$94.5K | 0.21% | 95 |
|
|
2018
Q4 | $850K | Sell |
12,578
-3,573
| -22% | -$241K | 0.23% | 102 |
|
|
2018
Q3 | $1.17M | Buy |
16,151
+721
| +5% | +$52.1K | 0.32% | 70 |
|
|
2018
Q2 | $1.2M | Sell |
15,430
-634
| -4% | -$49.5K | 0.33% | 73 |
|
|
2018
Q1 | $1.37M | Buy |
16,064
+2,233
| +16% | +$191K | 0.38% | 66 |
|
|
2017
Q4 | $964K | Buy |
13,831
+4,437
| +47% | +$309K | 0.28% | 91 |
|
|
2017
Q3 | $638K | Buy |
9,394
+1,157
| +14% | +$78.6K | 0.2% | 140 |
|
|
2017
Q2 | $511K | Hold |
8,237
| – | – | 0.16% | 156 |
|
|
2017
Q1 | $511K | Buy |
8,237
+915
| +12% | +$56.8K | 0.16% | 156 |
|
|
2016
Q4 | $485K | Buy |
7,322
+297
| +4% | +$19.7K | 0.16% | 173 |
|
|
2016
Q3 | $476K | Buy |
7,025
+780
| +12% | +$52.9K | 0.17% | 160 |
|
|
2016
Q2 | $460K | Buy |
6,245
+1,643
| +36% | +$121K | 0.16% | 156 |
|
|
2016
Q1 | $349K | Buy |
4,602
+103
| +2% | +$7.81K | 0.21% | 127 |
|
|
2015
Q4 | $287K | Buy |
4,499
+1,123
| +33% | +$71.6K | 0.19% | 147 |
|
|
2015
Q3 | $223K | Buy |
+3,376
| New | +$223K | 0.25% | 121 |
|