IFP Advisors’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 | $2.19M | Sell |
51,913
-2,418
| -4% | -$102K | 0.06% | 337 |
|
2025
Q1 | $2.68M | Sell |
54,331
-671
| -1% | -$33.1K | 0.08% | 288 |
|
2024
Q4 | $2.72M | Buy |
55,002
+15,258
| +38% | +$754K | 0.09% | 256 |
|
2024
Q3 | $2.05M | Buy |
39,744
+2,350
| +6% | +$121K | 0.07% | 294 |
|
2024
Q2 | $2.36M | Sell |
37,394
-1,080
| -3% | -$68.1K | 0.09% | 229 |
|
2024
Q1 | $2.5M | Buy |
38,474
+3,227
| +9% | +$210K | 0.11% | 202 |
|
2023
Q4 | $2.1M | Buy |
35,247
+11,293
| +47% | +$674K | 0.1% | 227 |
|
2023
Q3 | $1.55M | Buy |
23,954
+9,624
| +67% | +$624K | 0.07% | 296 |
|
2023
Q2 | $843K | Buy |
14,330
+1,128
| +9% | +$66.3K | 0.04% | 480 |
|
2023
Q1 | $846K | Sell |
13,202
-16,616
| -56% | -$1.07M | 0.04% | 439 |
|
2022
Q4 | $1.92M | Sell |
29,818
-2,804
| -9% | -$181K | 0.05% | 379 |
|
2022
Q3 | $2.11M | Buy |
32,622
+10,131
| +45% | +$655K | 0.06% | 378 |
|
2022
Q2 | $1.45M | Hold |
22,491
| – | – | 0.05% | 459 |
|
2022
Q1 | $1.45M | Buy |
22,491
+18,296
| +436% | +$1.18M | 0.05% | 459 |
|
2021
Q4 | $122K | Buy |
4,195
+613
| +17% | +$17.8K | ﹤0.01% | 1162 |
|
2021
Q3 | $108K | Sell |
3,582
-26
| -0.7% | -$784 | ﹤0.01% | 1216 |
|
2021
Q2 | $113K | Sell |
3,608
-2,000
| -36% | -$62.6K | ﹤0.01% | 1183 |
|
2021
Q1 | $150K | Buy |
5,608
+2,602
| +87% | +$69.6K | ﹤0.01% | 977 |
|
2020
Q4 | $51K | Buy |
3,006
+83
| +3% | +$1.41K | ﹤0.01% | 1435 |
|
2020
Q3 | $28K | Sell |
2,923
-3,398
| -54% | -$32.6K | ﹤0.01% | 1505 |
|
2020
Q2 | $112K | Sell |
6,321
-1,669
| -21% | -$29.6K | 0.01% | 885 |
|
2020
Q1 | $102K | Buy |
7,990
+93
| +1% | +$1.19K | 0.01% | 811 |
|
2019
Q4 | $315K | Sell |
7,897
-538
| -6% | -$21.5K | 0.02% | 539 |
|
2019
Q3 | $388K | Buy |
+8,435
| New | +$388K | 0.03% | 556 |
|
2019
Q1 | $274K | Sell |
4,166
-14,180
| -77% | -$933K | 0.04% | 402 |
|
2018
Q4 | $1.11M | Sell |
18,346
-3,331
| -15% | -$201K | 0.07% | 320 |
|
2018
Q3 | $1.78M | Buy |
21,677
+483
| +2% | +$39.7K | 0.07% | 282 |
|
2018
Q2 | $1.77M | Sell |
21,194
-937
| -4% | -$78.4K | 0.07% | 275 |
|
2018
Q1 | $1.63M | Hold |
22,131
| – | – | 0.07% | 281 |
|
2017
Q4 | $1.63M | Sell |
22,131
-3,682
| -14% | -$271K | 0.07% | 281 |
|
2017
Q3 | $1.66M | Buy |
25,813
+183
| +0.7% | +$11.7K | 0.07% | 308 |
|
2017
Q2 | $1.53M | Buy |
25,630
+325
| +1% | +$19.5K | 0.07% | 321 |
|
2017
Q1 | $1.6M | Buy |
25,305
+869
| +4% | +$55K | 0.07% | 303 |
|
2016
Q4 | $1.74M | Buy |
24,436
+1,547
| +7% | +$110K | 0.08% | 261 |
|
2016
Q3 | $1.67M | Sell |
22,889
-931
| -4% | -$67.9K | 0.09% | 252 |
|
2016
Q2 | $1.8M | Buy |
23,820
+19,654
| +472% | +$1.49M | 0.1% | 233 |
|
2016
Q1 | $274K | Sell |
4,166
-19,701
| -83% | -$1.3M | 0.04% | 402 |
|
2015
Q4 | $1.61M | Buy |
+23,867
| New | +$1.61M | 0.11% | 201 |
|