JP Morgan Private Wealth Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $29.7M | Buy |
+457,226
| New | +$28.8M | 0.08% | 220 |
|
|
2023
Q2 | – | Sell |
-545,885
| Closed | -$34.1M | – | 1786 |
|
|
2023
Q1 | $34.1M | Sell |
545,885
-17,671
| -3% | -$1.1M | 0.07% | 239 |
|
|
2022
Q4 | $35.5M | Buy |
563,556
+43,907
| +8% | +$2.99M | 0.08% | 224 |
|
|
2022
Q3 | $31.9M | Buy |
519,649
+387,514
| +293% | +$24.8M | 0.08% | 216 |
|
|
2022
Q2 | $7.78M | Buy |
132,135
+27,783
| +27% | +$1.71M | 0.02% | 467 |
|
|
2022
Q1 | $5.92M | Sell |
104,352
-7,956
| -7% | -$352K | 0.01% | 570 |
|
|
2021
Q4 | $3.26M | Sell |
112,308
-2,543
| -2% | -$79.8K | 0.01% | 737 |
|
|
2021
Q3 | $3.4M | Sell |
114,851
-1,991
| -2% | -$53.2K | 0.01% | 700 |
|
|
2021
Q2 | $3.65M | Buy |
116,842
+23,745
| +26% | +$637K | 0.01% | 671 |
|
|
2021
Q1 | $2.48M | Buy |
93,097
+1,702
| +2% | +$42.6K | 0.01% | 695 |
|
|
2020
Q4 | $1.58M | Sell |
91,395
-82,216
| -47% | -$1.13M | 0.01% | 836 |
|
|
2020
Q3 | $1.74M | Sell |
173,611
-19,253
| -10% | -$271K | 0.01% | 688 |
|
|
2020
Q2 | $3.53M | Sell |
192,864
-119,057
| -38% | -$1.88M | 0.02% | 446 |
|
|
2020
Q1 | $3.61M | Sell |
311,921
-41,484
| -12% | -$1.36M | 0.02% | 416 |
|
|
2019
Q4 | $14.6M | Sell |
353,405
-29,132
| -8% | -$1.17M | 0.07% | 253 |
|
|
2019
Q3 | $17M | Buy |
382,537
+26,893
| +8% | +$1.27M | 0.09% | 208 |
|
|
2019
Q2 | $17.9M | Sell |
355,644
-26,572
| -7% | -$1.5M | 0.1% | 195 |
|
|
2019
Q1 | $25.3M | Buy |
382,216
+34,394
| +10% | +$2.27M | 0.13% | 166 |
|
|
2018
Q4 | $21.3M | Sell |
347,822
-40,900
| -11% | -$2.87M | 0.13% | 162 |
|
|
2018
Q3 | $31.9M | Buy |
388,722
+1,788
| +0.5% | +$145K | 0.16% | 148 |
|
|
2018
Q2 | $32.4M | Buy |
386,934
+18,821
| +5% | +$1.5M | 0.18% | 131 |
|
|
2018
Q1 | $23.9M | Buy |
368,113
+7,826
| +2% | +$547K | 0.16% | 139 |
|
|
2017
Q4 | $26.5M | Sell |
360,287
-10,134
| -3% | -$688K | 0.17% | 133 |
|
|
2017
Q3 | $23.8M | Sell |
370,421
-62,583
| -14% | -$3.81M | 0.17% | 140 |
|
|
2017
Q2 | $25.9M | Sell |
433,004
-11,556
| -3% | -$707K | 0.2% | 125 |
|
|
2017
Q1 | $28.2M | Sell |
444,560
-4,922
| -1% | -$327K | 0.22% | 112 |
|
|
2016
Q4 | $32M | Buy |
449,482
+5,680
| +1% | +$403K | 0.28% | 93 |
|
|
2016
Q3 | $32.4M | Buy |
443,802
+61,071
| +16% | +$4.57M | 0.3% | 93 |
|
|
2016
Q2 | $28.9M | Buy |
382,731
+40,638
| +12% | +$3.04M | 0.28% | 94 |
|
|
2016
Q1 | $23.4M | Buy |
342,093
+24,721
| +8% | +$1.66M | 0.22% | 105 |
|
|
2015
Q4 | $21.4M | Sell |
317,372
-38,921
| -11% | -$2.8M | 0.22% | 115 |
|
|
2015
Q3 | $23.5M | Sell |
356,293
-42,044
| -11% | -$2.94M | 0.3% | 96 |
|
|
2015
Q2 | $30.9M | Buy |
398,337
+3,145
| +0.8% | +$246K | 0.35% | 79 |
|
|
2015
Q1 | $28.8M | Buy |
395,192
+34,970
| +10% | +$2.7M | 0.33% | 84 |
|
|
2014
Q4 | $29M | Buy |
360,222
+38,327
| +12% | +$3.18M | 0.35% | 79 |
|
|
2014
Q3 | $29.7M | Buy |
321,895
+16,768
| +5% | +$1.61M | 0.38% | 69 |
|
|
2014
Q2 | $30M | Buy |
305,127
+8,460
| +3% | +$795K | 0.51% | 57 |
|
|
2014
Q1 | $27.1M | Buy |
296,667
+35,955
| +14% | +$3.21M | 0.49% | 56 |
|
|
2013
Q4 | $23.8M | Buy |
260,712
+25,456
| +11% | +$2.32M | 0.48% | 63 |
|
|
2013
Q3 | $21.1M | Buy |
235,256
+36,292
| +18% | +$3.12M | 0.48% | 62 |
|
|
2013
Q2 | $17M | Buy |
+198,964
| New | +$16.8M | 0.42% | 79 |
|
Other funds holding OXY
JP Morgan Private Wealth Advisors's OXY Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Occidental Petroleum (OXY) in Q3 2023: 457,226 shares worth $29.7M. The stake represents 0.08% of the portfolio and ranks #220 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in OXY as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in OXY in Q2 2013 and has held it in 41 quarters since. The position peaked at $35.5M in Q4 2022. 1,161 funds tracked by Wall St. Rank hold OXY as of Q3 2023.
- JP Morgan Private Wealth Advisors held 457,226 shares of Occidental Petroleum worth $29.7M as of Q3 2023.
- Occidental Petroleum was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Occidental Petroleum made up 0.08% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #220 holding.
- JP Morgan Private Wealth Advisors first reported a position in Occidental Petroleum in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Occidental Petroleum position peaked at $35.5M in Q4 2022.
- 1,161 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.