Plante Moran Financial 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 | $9.41K | Buy |
224
+24
| +12% | +$1.01K | ﹤0.01% | 569 |
|
|
2025
Q1 | $9.87K | Hold |
200
| – | – | ﹤0.01% | 571 |
|
|
2024
Q4 | $9.88K | Sell |
200
-800
| -80% | -$39.5K | ﹤0.01% | 576 |
|
|
2024
Q3 | $51.5K | Sell |
1,000
-600
| -38% | -$30.9K | ﹤0.01% | 379 |
|
|
2024
Q2 | $101K | Buy |
1,600
+600
| +60% | +$37.8K | 0.01% | 243 |
|
|
2024
Q1 | $65K | Hold |
1,000
| – | – | 0.01% | 304 |
|
|
2023
Q4 | $59.7K | Buy |
1,000
+800
| +400% | +$47.8K | 0.01% | 301 |
|
|
2023
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 503 |
|
|
2023
Q2 | $11.8K | Hold |
200
| – | – | ﹤0.01% | 530 |
|
|
2023
Q1 | $12.5K | Hold |
200
| – | – | ﹤0.01% | 526 |
|
|
2022
Q4 | $12.6K | Sell |
200
-1,000
| -83% | -$63K | ﹤0.01% | 545 |
|
|
2022
Q3 | $74K | Buy |
1,200
+200
| +20% | +$12.3K | 0.01% | 248 |
|
|
2022
Q2 | $59K | Hold |
1,000
| – | – | 0.01% | 288 |
|
|
2022
Q1 | $57K | Buy |
1,000
+788
| +372% | +$44.9K | 0.01% | 313 |
|
|
2021
Q4 | $6K | Buy |
+212
| New | +$6K | ﹤0.01% | 789 |
|
|
2021
Q3 | – | Sell |
-2,264
| Closed | -$71K | – | 995 |
|
|
2021
Q2 | $71K | Buy |
2,264
+264
| +13% | +$8.28K | 0.02% | 304 |
|
|
2021
Q1 | $53K | Hold |
2,000
| – | – | 0.01% | 351 |
|
|
2020
Q4 | $35K | Hold |
2,000
| – | – | 0.01% | 417 |
|
|
2020
Q3 | $20K | Sell |
2,000
-12
| -0.6% | -$120 | 0.01% | 493 |
|
|
2020
Q2 | $37K | Sell |
2,012
-341
| -14% | -$6.27K | 0.01% | 333 |
|
|
2020
Q1 | $27K | Buy |
2,353
+1,293
| +122% | +$14.8K | 0.01% | 342 |
|
|
2019
Q4 | $44K | Hold |
1,060
| – | – | 0.02% | 343 |
|
|
2019
Q3 | $47K | Sell |
1,060
-617
| -37% | -$27.4K | 0.01% | 347 |
|
|
2019
Q2 | $84K | Buy |
1,677
+79
| +5% | +$3.96K | 0.03% | 246 |
|
|
2019
Q1 | $106K | Buy |
1,598
+553
| +53% | +$36.7K | 0.03% | 212 |
|
|
2018
Q4 | $64K | Buy |
1,045
+245
| +31% | +$15K | 0.02% | 257 |
|
|
2018
Q3 | $66K | Hold |
800
| – | – | 0.02% | 260 |
|
|
2018
Q2 | $67K | Sell |
800
-35
| -4% | -$2.93K | 0.03% | 276 |
|
|
2018
Q1 | $54K | Sell |
835
-187
| -18% | -$12.1K | 0.03% | 328 |
|
|
2017
Q4 | $75K | Sell |
1,022
-812
| -44% | -$59.6K | 0.04% | 270 |
|
|
2017
Q3 | $118K | Sell |
1,834
-400
| -18% | -$25.7K | 0.07% | 179 |
|
|
2017
Q2 | $134K | Sell |
2,234
-1,200
| -35% | -$72K | 0.08% | 165 |
|
|
2017
Q1 | $218K | Buy |
3,434
+677
| +25% | +$43K | 0.13% | 120 |
|
|
2016
Q4 | $196K | Sell |
2,757
-27
| -1% | -$1.92K | 0.12% | 124 |
|
|
2016
Q3 | $203K | Buy |
2,784
+448
| +19% | +$32.7K | 0.14% | 118 |
|
|
2016
Q2 | $177K | Sell |
2,336
-340
| -13% | -$25.8K | 0.13% | 125 |
|
|
2016
Q1 | $183K | Buy |
2,676
+148
| +6% | +$10.1K | 0.14% | 120 |
|
|
2015
Q4 | $171K | Sell |
2,528
-694
| -22% | -$46.9K | 0.13% | 124 |
|
|
2015
Q3 | $213K | Buy |
3,222
+15
| +0.5% | +$992 | 0.17% | 102 |
|
|
2015
Q2 | $249K | Buy |
3,207
+778
| +32% | +$60.4K | 0.18% | 94 |
|
|
2015
Q1 | $177K | Sell |
2,429
-160
| -6% | -$11.7K | 0.12% | 122 |
|
|
2014
Q4 | $208K | Sell |
2,589
-917
| -26% | -$73.7K | 0.15% | 101 |
|
|
2014
Q3 | $323K | Buy |
3,506
+492
| +16% | +$45.3K | 0.28% | 67 |
|
|
2014
Q2 | $296K | Buy |
3,014
+1,877
| +165% | +$184K | 0.27% | 67 |
|
|
2014
Q1 | $104K | Sell |
1,137
-462
| -29% | -$42.3K | 0.11% | 114 |
|
|
2013
Q4 | $146K | Buy |
1,599
+748
| +88% | +$68.3K | 0.08% | 112 |
|
|
2013
Q3 | $76K | Buy |
851
+16
| +2% | +$1.43K | 0.05% | 144 |
|
|
2013
Q2 | $71K | Buy |
+835
| New | +$71K | 0.05% | 131 |
|