Jones Financial Companies
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Jones Financial Companies’s Occidental Petroleum OXY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.84M Buy
43,225
+23,709
+121% +$1.01M ﹤0.01% 782
2025
Q1
$953K Buy
19,516
+10,431
+115% +$509K ﹤0.01% 882
2024
Q4
$449K Buy
9,085
+2,647
+41% +$131K ﹤0.01% 1035
2024
Q3
$329K Buy
6,438
+4,837
+302% +$247K ﹤0.01% 972
2024
Q2
$101K Buy
1,601
+1,465
+1,077% +$92.3K ﹤0.01% 1043
2024
Q1
$8.84K Buy
+136
New +$8.84K ﹤0.01% 1082
2023
Q1
Sell
-28
Closed -$2K 717
2022
Q4
$2K Buy
+28
New +$2K ﹤0.01% 610
2022
Q3
Sell
-75
Closed -$4K 679
2022
Q2
$4K Buy
+75
New +$4K ﹤0.01% 559
2018
Q4
Sell
-2,681
Closed -$220K 212
2018
Q3
$220K Buy
2,681
+26
+1% +$2.13K ﹤0.01% 199
2018
Q2
$222K Buy
+2,655
New +$222K ﹤0.01% 197
2018
Q1
Sell
-2,827
Closed -$208K 219
2017
Q4
$208K Buy
+2,827
New +$208K ﹤0.01% 221
2017
Q2
Sell
-3,744
Closed -$237K 223
2017
Q1
$237K Sell
3,744
-1,795
-32% -$114K ﹤0.01% 210
2016
Q4
$395K Sell
5,539
-3,662
-40% -$261K ﹤0.01% 183
2016
Q3
$671K Sell
9,201
-607
-6% -$44.3K ﹤0.01% 158
2016
Q2
$741K Sell
9,808
-1,698
-15% -$128K ﹤0.01% 160
2016
Q1
$787K Sell
11,506
-1,699
-13% -$116K ﹤0.01% 155
2015
Q4
$893K Sell
13,205
-12,347
-48% -$835K 0.01% 156
2015
Q3
$1.69M Sell
25,552
-3,975
-13% -$263K 0.01% 127
2015
Q2
$2.3M Sell
29,527
-947
-3% -$73.6K 0.01% 116
2015
Q1
$2.23M Sell
30,474
-11,185
-27% -$817K 0.01% 118
2014
Q4
$3.36M Sell
41,659
-42,460
-50% -$3.42M 0.02% 95
2014
Q3
$8.09M Buy
84,119
+6,335
+8% +$609K 0.06% 50
2014
Q2
$7.98M Buy
77,784
+5,828
+8% +$598K 0.06% 49
2014
Q1
$6.86M Buy
71,956
+8,329
+13% +$794K 0.06% 52
2013
Q4
$6.05M Buy
63,627
+5,900
+10% +$561K 0.05% 60
2013
Q3
$5.4M Buy
57,727
+7,685
+15% +$719K 0.05% 58
2013
Q2
$4.47M Buy
+50,042
New +$4.47M 0.05% 64