Institutional & Family Asset Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.21M | Sell |
66,845
-1,753
| -3% | -$110K | 0.64% | 51 |
|
|
2024
Q1 | $4.46M | Buy |
68,598
+403
| +0.6% | +$26.2K | 0.71% | 48 |
|
|
2023
Q4 | $4.07M | Sell |
68,195
-4,995
| -7% | -$298K | 0.67% | 52 |
|
|
2023
Q3 | $4.75M | Sell |
73,190
-1,644
| -2% | -$107K | 0.78% | 37 |
|
|
2023
Q2 | $4.4M | Sell |
74,834
-8,144
| -10% | -$479K | 0.72% | 50 |
|
|
2023
Q1 | $5.18M | Buy |
82,978
+258
| +0.3% | +$16.1K | 0.85% | 31 |
|
|
2022
Q4 | $5.21M | Sell |
82,720
-37,514
| -31% | -$2.36M | 0.87% | 26 |
|
|
2022
Q3 | $7.39M | Sell |
120,234
-2,106
| -2% | -$129K | 1.31% | 13 |
|
|
2022
Q2 | $7.2M | Sell |
122,340
-1,799
| -1% | -$106K | 1.24% | 13 |
|
|
2022
Q1 | $7.04M | Buy |
124,139
+813
| +0.7% | +$46.1K | 1.1% | 15 |
|
|
2021
Q4 | $3.58M | Buy |
123,326
+4,980
| +4% | +$144K | 0.56% | 61 |
|
|
2021
Q3 | $3.5M | Sell |
118,346
-5,042
| -4% | -$149K | 0.56% | 61 |
|
|
2021
Q2 | $3.86M | Buy |
123,388
+2,683
| +2% | +$83.9K | 0.64% | 52 |
|
|
2021
Q1 | $3.21M | Sell |
120,705
-55,485
| -31% | -$1.48M | 0.62% | 48 |
|
|
2020
Q4 | $3.05M | Sell |
176,190
-51,544
| -23% | -$892K | 0.64% | 49 |
|
|
2020
Q3 | $2.28M | Buy |
227,734
+39,268
| +21% | +$393K | 0.53% | 68 |
|
|
2020
Q2 | $3.45M | Sell |
188,466
-40,809
| -18% | -$747K | 0.71% | 45 |
|
|
2020
Q1 | $2.66M | Buy |
229,275
+152,903
| +200% | +$1.77M | 0.61% | 69 |
|
|
2019
Q4 | $3.15M | Buy |
76,372
+21,795
| +40% | +$898K | 0.66% | 53 |
|
|
2019
Q3 | $2.43M | Buy |
54,577
+3,992
| +8% | +$178K | 0.53% | 69 |
|
|
2019
Q2 | $2.54M | Buy |
50,585
+3,175
| +7% | +$160K | 0.55% | 68 |
|
|
2019
Q1 | $3.14M | Buy |
47,410
+1,706
| +4% | +$113K | 0.66% | 63 |
|
|
2018
Q4 | $2.81M | Buy |
45,704
+4,438
| +11% | +$272K | 0.63% | 65 |
|
|
2018
Q3 | $3.39M | Buy |
41,266
+1,029
| +3% | +$84.6K | 0.67% | 61 |
|
|
2018
Q2 | $3.37M | Sell |
40,237
-9,521
| -19% | -$797K | 0.7% | 48 |
|
|
2018
Q1 | $3.23M | Sell |
49,758
-11,427
| -19% | -$742K | 0.68% | 61 |
|
|
2017
Q4 | $4.51M | Buy |
61,185
+6,073
| +11% | +$447K | 0.86% | 36 |
|
|
2017
Q3 | $3.54M | Sell |
55,112
-247
| -0.4% | -$15.9K | 0.71% | 53 |
|
|
2017
Q2 | $3.31M | Buy |
55,359
+8,169
| +17% | +$489K | 0.81% | 57 |
|
|
2017
Q1 | $2.99M | Sell |
47,190
-578
| -1% | -$36.6K | 0.93% | 59 |
|
|
2016
Q4 | $3.4M | Buy |
47,768
+2,094
| +5% | +$149K | 1.07% | 47 |
|
|
2016
Q3 | $3.33M | Buy |
45,674
+4,125
| +10% | +$301K | 1.11% | 50 |
|
|
2016
Q2 | $3.14M | Buy |
+41,549
| New | +$3.14M | 1.09% | 45 |
|