KCM Investment 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 | $218K | Sell |
5,187
-538
| -9% | -$22.6K | 0.01% | 360 |
|
|
2025
Q1 | $283K | Sell |
5,725
-892
| -13% | -$44K | 0.01% | 313 |
|
|
2024
Q4 | $327K | Sell |
6,617
-325
| -5% | -$16.1K | 0.01% | 303 |
|
|
2024
Q3 | $358K | Sell |
6,942
-65
| -0.9% | -$3.35K | 0.01% | 305 |
|
|
2024
Q2 | $442K | Sell |
7,007
-120
| -2% | -$7.56K | 0.02% | 272 |
|
|
2024
Q1 | $463K | Sell |
7,127
-340
| -5% | -$22.1K | 0.02% | 267 |
|
|
2023
Q4 | $446K | Sell |
7,467
-1,103
| -13% | -$65.9K | 0.02% | 264 |
|
|
2023
Q3 | $556K | Sell |
8,570
-428
| -5% | -$27.8K | 0.02% | 239 |
|
|
2023
Q2 | $529K | Sell |
8,998
-3,958
| -31% | -$233K | 0.02% | 254 |
|
|
2023
Q1 | $809K | Buy |
12,956
+4,748
| +58% | +$296K | 0.03% | 226 |
|
|
2022
Q4 | $517K | Buy |
8,208
+663
| +9% | +$41.8K | 0.02% | 262 |
|
|
2022
Q3 | $464K | Buy |
7,545
+325
| +5% | +$20K | 0.02% | 260 |
|
|
2022
Q2 | $425K | Sell |
7,220
-3,420
| -32% | -$201K | 0.02% | 278 |
|
|
2022
Q1 | $604K | Buy |
10,640
+500
| +5% | +$28.4K | 0.02% | 260 |
|
|
2021
Q4 | $294K | Hold |
10,140
| – | – | 0.01% | 346 |
|
|
2021
Q3 | $300K | Sell |
10,140
-230
| -2% | -$6.81K | 0.01% | 331 |
|
|
2021
Q2 | $324K | Sell |
10,370
-2,585
| -20% | -$80.8K | 0.01% | 319 |
|
|
2021
Q1 | $345K | Hold |
12,955
| – | – | 0.02% | 293 |
|
|
2020
Q4 | $224K | Sell |
12,955
-510
| -4% | -$8.82K | 0.01% | 329 |
|
|
2020
Q3 | $135K | Sell |
13,465
-241
| -2% | -$2.42K | 0.01% | 314 |
|
|
2020
Q2 | $251K | Sell |
13,706
-795
| -5% | -$14.6K | 0.01% | 293 |
|
|
2020
Q1 | $168K | Sell |
14,501
-795
| -5% | -$9.21K | 0.01% | 300 |
|
|
2019
Q4 | $630K | Sell |
15,296
-100
| -0.6% | -$4.12K | 0.03% | 219 |
|
|
2019
Q3 | $685K | Sell |
15,396
-32
| -0.2% | -$1.42K | 0.04% | 203 |
|
|
2019
Q2 | $776K | Sell |
15,428
-22,888
| -60% | -$1.15M | 0.05% | 195 |
|
|
2019
Q1 | $2.54M | Buy |
38,316
+6,628
| +21% | +$439K | 0.16% | 120 |
|
|
2018
Q4 | $1.95M | Sell |
31,688
-555
| -2% | -$34.1K | 0.13% | 146 |
|
|
2018
Q3 | $2.65M | Sell |
32,243
-10,035
| -24% | -$824K | 0.15% | 129 |
|
|
2018
Q2 | $3.54M | Sell |
42,278
-7,340
| -15% | -$614K | 0.22% | 98 |
|
|
2018
Q1 | $3.22M | Sell |
49,618
-5,865
| -11% | -$381K | 0.2% | 117 |
|
|
2017
Q4 | $4.09M | Sell |
55,483
-19,766
| -26% | -$1.46M | 0.24% | 103 |
|
|
2017
Q3 | $4.83M | Sell |
75,249
-4,301
| -5% | -$276K | 0.3% | 93 |
|
|
2017
Q2 | $4.76M | Sell |
79,550
-3,290
| -4% | -$197K | 0.3% | 89 |
|
|
2017
Q1 | $5.25M | Sell |
82,840
-13,652
| -14% | -$865K | 0.34% | 80 |
|
|
2016
Q4 | $6.87M | Buy |
96,492
+6,203
| +7% | +$442K | 0.46% | 61 |
|
|
2016
Q3 | $6.58M | Buy |
90,289
+7,552
| +9% | +$551K | 0.45% | 64 |
|
|
2016
Q2 | $6.25M | Sell |
82,737
-2,443
| -3% | -$185K | 0.44% | 65 |
|
|
2016
Q1 | $5.83M | Sell |
85,180
-4,764
| -5% | -$326K | 0.43% | 66 |
|
|
2015
Q4 | $6.07M | Sell |
89,944
-5,571
| -6% | -$376K | 0.48% | 60 |
|
|
2015
Q3 | $6.31M | Buy |
95,515
+228
| +0.2% | +$15.1K | 0.52% | 52 |
|
|
2015
Q2 | $7.4M | Buy |
95,287
+4,956
| +5% | +$385K | 0.59% | 46 |
|
|
2015
Q1 | $6.58M | Buy |
90,331
+17,704
| +24% | +$1.29M | 0.53% | 52 |
|
|
2014
Q4 | $5.85M | Buy |
72,627
+2,125
| +3% | +$171K | 0.49% | 54 |
|
|
2014
Q3 | $6.49M | Buy |
70,502
+2,373
| +3% | +$219K | 0.59% | 40 |
|
|
2014
Q2 | $6.7M | Buy |
68,129
+2,048
| +3% | +$201K | 0.63% | 39 |
|
|
2014
Q1 | $6.03M | Buy |
66,081
+2,769
| +4% | +$253K | 0.62% | 35 |
|
|
2013
Q4 | $5.77M | Buy |
63,312
+1,746
| +3% | +$159K | 0.63% | 35 |
|
|
2013
Q3 | $5.52M | Sell |
61,566
-244
| -0.4% | -$21.9K | 0.66% | 32 |
|
|
2013
Q2 | $5.28M | Buy |
+61,810
| New | +$5.28M | 0.64% | 33 |
|