Independent Advisor Alliance’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 | $1.09M | Sell |
25,848
-1,474
| -5% | -$61.9K | 0.03% | 396 |
|
|
2025
Q1 | $1.35M | Buy |
27,322
+2,289
| +9% | +$113K | 0.04% | 323 |
|
|
2024
Q4 | $1.24M | Sell |
25,033
-23,898
| -49% | -$1.18M | 0.02% | 656 |
|
|
2024
Q3 | $2.52M | Buy |
48,931
+1,204
| +3% | +$62.1K | 0.09% | 189 |
|
|
2024
Q2 | $3.01M | Sell |
47,727
-3,318
| -7% | -$209K | 0.1% | 161 |
|
|
2024
Q1 | $3.32M | Sell |
51,045
-9,614
| -16% | -$625K | 0.12% | 154 |
|
|
2023
Q4 | $3.62M | Sell |
60,659
-8,679
| -13% | -$518K | 0.13% | 131 |
|
|
2023
Q3 | $4.5M | Buy |
69,338
+882
| +1% | +$57.2K | 0.2% | 89 |
|
|
2023
Q2 | $4.03M | Buy |
68,456
+6,737
| +11% | +$396K | 0.18% | 106 |
|
|
2023
Q1 | $3.85M | Sell |
61,719
-2,530
| -4% | -$158K | 0.19% | 106 |
|
|
2022
Q4 | $1.05M | Buy |
64,249
+22,887
| +55% | +$374K | 0.36% | 41 |
|
|
2022
Q3 | $2.54M | Buy |
41,362
+2,414
| +6% | +$148K | 0.15% | 131 |
|
|
2022
Q2 | $2.29M | Buy |
38,948
+19,673
| +102% | +$1.16M | 0.13% | 147 |
|
|
2022
Q1 | $1.09M | Buy |
19,275
+1,067
| +6% | +$60.6K | 0.05% | 269 |
|
|
2021
Q4 | $528K | Buy |
18,208
+771
| +4% | +$22.4K | 0.03% | 386 |
|
|
2021
Q3 | $516K | Buy |
17,437
+688
| +4% | +$20.4K | 0.03% | 372 |
|
|
2021
Q2 | $524K | Buy |
16,749
+134
| +0.8% | +$4.19K | 0.03% | 384 |
|
|
2021
Q1 | $442K | Buy |
16,615
+151
| +0.9% | +$4.02K | 0.03% | 398 |
|
|
2020
Q4 | $285K | Sell |
16,464
-67
| -0.4% | -$1.16K | 0.02% | 439 |
|
|
2020
Q3 | $165K | Buy |
+16,531
| New | +$165K | 0.01% | 464 |
|
|
2020
Q1 | – | Sell |
-12,691
| Closed | -$523K | – | 701 |
|
|
2019
Q4 | $523K | Buy |
12,691
+2,091
| +20% | +$86.2K | 0.02% | 521 |
|
|
2019
Q3 | $471K | Buy |
10,600
+5,341
| +102% | +$237K | 0.06% | 262 |
|
|
2019
Q2 | $264K | Sell |
5,259
-94
| -2% | -$4.72K | 0.04% | 322 |
|
|
2019
Q1 | $354K | Buy |
+5,353
| New | +$354K | 0.05% | 280 |
|
|
2018
Q4 | – | Sell |
-2,949
| Closed | -$237K | – | 436 |
|
|
2018
Q3 | $237K | Sell |
2,949
-104
| -3% | -$8.36K | 0.04% | 297 |
|
|
2018
Q2 | $253K | Buy |
+3,053
| New | +$253K | 0.05% | 270 |
|
|
2018
Q1 | – | Sell |
-2,706
| Closed | -$203K | – | 353 |
|
|
2017
Q4 | $203K | Buy |
+2,706
| New | +$203K | 0.05% | 297 |
|
|
2017
Q2 | – | Sell |
-4,147
| Closed | -$263K | – | 347 |
|
|
2017
Q1 | $263K | Sell |
4,147
-5,852
| -59% | -$371K | 0.04% | 331 |
|
|
2016
Q4 | $686K | Buy |
+9,999
| New | +$686K | 0.29% | 93 |
|