Laird Norton Wetherby Wealth Management’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 | $490K | Buy |
+11,666
| New | +$490K | 0.02% | 569 |
|
|
2024
Q4 | $660K | Buy |
13,364
+2,479
| +23% | +$122K | 0.03% | 444 |
|
|
2024
Q3 | $561K | Sell |
10,885
-1,166
| -10% | -$60.1K | 0.03% | 520 |
|
|
2024
Q2 | $760K | Sell |
12,051
-380
| -3% | -$24K | 0.04% | 412 |
|
|
2024
Q1 | $808K | Sell |
12,431
-2,421
| -16% | -$157K | 0.04% | 407 |
|
|
2023
Q4 | $887K | Buy |
14,852
+1,908
| +15% | +$114K | 0.05% | 373 |
|
|
2023
Q3 | $840K | Buy |
12,944
+20
| +0.2% | +$1.3K | 0.05% | 370 |
|
|
2023
Q2 | $760K | Sell |
12,924
-830
| -6% | -$48.8K | 0.04% | 408 |
|
|
2023
Q1 | $859K | Sell |
13,754
-910
| -6% | -$56.8K | 0.05% | 371 |
|
|
2022
Q4 | $924K | Sell |
14,664
-446
| -3% | -$28.1K | 0.06% | 347 |
|
|
2022
Q3 | $929K | Buy |
15,110
+909
| +6% | +$55.9K | 0.07% | 310 |
|
|
2022
Q2 | $836K | Buy |
14,201
+243
| +2% | +$14.3K | 0.06% | 331 |
|
|
2022
Q1 | $792K | Buy |
13,958
+1,283
| +10% | +$72.8K | 0.05% | 372 |
|
|
2021
Q4 | $367K | Sell |
12,675
-171
| -1% | -$4.95K | 0.02% | 634 |
|
|
2021
Q3 | $380K | Buy |
12,846
+292
| +2% | +$8.64K | 0.02% | 600 |
|
|
2021
Q2 | $393K | Buy |
12,554
+222
| +2% | +$6.95K | 0.02% | 600 |
|
|
2021
Q1 | $328K | Buy |
12,332
+36
| +0.3% | +$958 | 0.03% | 573 |
|
|
2020
Q4 | $213K | Buy |
12,296
+1,227
| +11% | +$21.3K | 0.01% | 781 |
|
|
2020
Q3 | $111K | Sell |
11,069
-1,164
| -10% | -$11.7K | 0.01% | 691 |
|
|
2020
Q2 | $224K | Sell |
12,233
-922
| -7% | -$16.9K | 0.02% | 605 |
|
|
2020
Q1 | $152K | Buy |
13,155
+5,236
| +66% | +$60.5K | 0.02% | 605 |
|
|
2019
Q4 | $326K | Sell |
7,919
-5,358
| -40% | -$221K | 0.03% | 510 |
|
|
2019
Q3 | $591K | Buy |
13,277
+1,736
| +15% | +$77.3K | 0.06% | 349 |
|
|
2019
Q2 | $580K | Sell |
11,541
-4,674
| -29% | -$235K | 0.06% | 344 |
|
|
2019
Q1 | $1.07M | Buy |
16,215
+182
| +1% | +$12.1K | 0.13% | 170 |
|
|
2018
Q4 | $984K | Buy |
16,033
+4,701
| +41% | +$289K | 0.14% | 162 |
|
|
2018
Q3 | $931K | Buy |
11,332
+1,543
| +16% | +$127K | 0.12% | 206 |
|
|
2018
Q2 | $820K | Buy |
9,789
+703
| +8% | +$58.9K | 0.11% | 213 |
|
|
2018
Q1 | $590K | Buy |
9,086
+514
| +6% | +$33.4K | 0.08% | 294 |
|
|
2017
Q4 | $631K | Buy |
8,572
+359
| +4% | +$26.4K | 0.09% | 279 |
|
|
2017
Q3 | $527K | Buy |
8,213
+441
| +6% | +$28.3K | 0.08% | 320 |
|
|
2017
Q2 | $466K | Buy |
7,772
+2,068
| +36% | +$124K | 0.08% | 314 |
|
|
2017
Q1 | $362K | Sell |
5,704
-3,304
| -37% | -$210K | 0.07% | 373 |
|
|
2016
Q4 | $641K | Sell |
9,008
-3,128
| -26% | -$223K | 0.13% | 206 |
|
|
2016
Q3 | $885K | Buy |
12,136
+667
| +6% | +$48.6K | 0.18% | 134 |
|
|
2016
Q2 | $866K | Buy |
11,469
+827
| +8% | +$62.4K | 0.19% | 119 |
|
|
2016
Q1 | $728K | Buy |
10,642
+2,885
| +37% | +$197K | 0.17% | 129 |
|
|
2015
Q4 | $523K | Sell |
7,757
-1,213
| -14% | -$81.8K | 0.13% | 193 |
|
|
2015
Q3 | $593K | Buy |
8,970
+315
| +4% | +$20.8K | 0.15% | 162 |
|
|
2015
Q2 | $672K | Buy |
8,655
+368
| +4% | +$28.6K | 0.16% | 145 |
|
|
2015
Q1 | $604K | Sell |
8,287
-511
| -6% | -$37.2K | 0.15% | 165 |
|
|
2014
Q4 | $708K | Buy |
8,798
+158
| +2% | +$12.7K | 0.18% | 121 |
|
|
2014
Q3 | $796K | Sell |
8,640
-212
| -2% | -$19.5K | 0.22% | 103 |
|
|
2014
Q2 | $871K | Sell |
8,852
-543
| -6% | -$53.4K | 0.25% | 92 |
|
|
2014
Q1 | $857K | Sell |
9,395
-708
| -7% | -$64.6K | 0.25% | 92 |
|
|
2013
Q4 | $920K | Buy |
10,103
+1,254
| +14% | +$114K | 0.26% | 87 |
|
|
2013
Q3 | $793K | Buy |
8,849
+30
| +0.3% | +$2.69K | 0.25% | 95 |
|
|
2013
Q2 | $754K | Buy |
+8,819
| New | +$754K | 0.26% | 86 |
|