Orion Portfolio Solutions’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.09M | Buy |
42,389
+14,031
| +49% | +$693K | 0.02% | 682 |
|
|
2024
Q4 | $1.4M | Sell |
28,358
-14,378
| -34% | -$710K | 0.01% | 878 |
|
|
2024
Q3 | $2.2M | Buy |
42,736
+3,675
| +9% | +$189K | 0.02% | 643 |
|
|
2024
Q2 | $2.46M | Sell |
39,061
-11,345
| -23% | -$715K | 0.03% | 554 |
|
|
2024
Q1 | $3.28M | Sell |
50,406
-6,647
| -12% | -$432K | 0.04% | 443 |
|
|
2023
Q4 | $3.32M | Sell |
57,053
-7,687
| -12% | -$448K | 0.04% | 414 |
|
|
2023
Q3 | $4.2M | Sell |
64,740
-9,091
| -12% | -$590K | 0.05% | 342 |
|
|
2023
Q2 | $4.34M | Sell |
73,831
-11,063
| -13% | -$651K | 0.05% | 359 |
|
|
2023
Q1 | $5.3M | Buy |
84,894
+67,947
| +401% | +$4.24M | 0.07% | 267 |
|
|
2022
Q4 | $1.07M | Buy |
16,947
+3,177
| +23% | +$200K | 0.04% | 292 |
|
|
2022
Q3 | $846K | Buy |
13,770
+1,530
| +13% | +$94K | 0.03% | 299 |
|
|
2022
Q2 | $721K | Buy |
12,240
+5,610
| +85% | +$330K | 0.03% | 315 |
|
|
2022
Q1 | $376K | Buy |
+6,630
| New | +$376K | 0.01% | 503 |
|
|
2020
Q3 | – | Sell |
-7,284
| Closed | -$133K | – | 1550 |
|
|
2020
Q2 | $133K | Buy |
7,284
+711
| +11% | +$13K | 0.01% | 485 |
|
|
2020
Q1 | $76K | Sell |
6,573
-6,280
| -49% | -$72.6K | 0.01% | 502 |
|
|
2019
Q4 | $530K | Buy |
+12,853
| New | +$530K | 0.04% | 198 |
|