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