Rational Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-687
| Closed | -$35.4K | – | 158 |
|
|
2024
Q3 | $35.4K | Sell |
687
-102
| -13% | -$5.26K | ﹤0.01% | 155 |
|
|
2024
Q2 | $49.7K | Sell |
789
-36
| -4% | -$2.27K | ﹤0.01% | 146 |
|
|
2024
Q1 | $53.6K | Hold |
825
| – | – | 0.01% | 163 |
|
|
2023
Q4 | $49.3K | Hold |
825
| – | – | 0.01% | 152 |
|
|
2023
Q3 | $53.5K | Buy |
+825
| New | +$53.5K | ﹤0.01% | 157 |
|
|
2023
Q2 | – | Sell |
-6,600
| Closed | -$412K | – | 293 |
|
|
2023
Q1 | $412K | Buy |
+6,600
| New | +$412K | 0.03% | 120 |
|
|
2020
Q4 | – | Sell |
-1,164
| Closed | -$12K | – | 495 |
|
|
2020
Q3 | $12K | Sell |
1,164
-143
| -11% | -$1.47K | 0.01% | 267 |
|
|
2020
Q2 | $24K | Buy |
+1,307
| New | +$24K | 0.01% | 258 |
|
|
2020
Q1 | – | Sell |
-5,522
| Closed | -$228K | – | 414 |
|
|
2019
Q4 | $228K | Buy |
5,522
+4,410
| +397% | +$182K | 0.11% | 177 |
|
|
2019
Q3 | $49K | Buy |
1,112
+176
| +19% | +$7.76K | 0.02% | 366 |
|
|
2019
Q2 | $47K | Sell |
936
-3,897
| -81% | -$196K | 0.02% | 356 |
|
|
2019
Q1 | $320K | Buy |
4,833
+4,278
| +771% | +$283K | 0.09% | 168 |
|
|
2018
Q4 | $34K | Buy |
555
+252
| +83% | +$15.4K | 0.01% | 317 |
|
|
2018
Q3 | $25K | Sell |
303
-92
| -23% | -$7.59K | 0.01% | 341 |
|
|
2018
Q2 | $33K | Sell |
395
-20,320
| -98% | -$1.7M | 0.02% | 293 |
|
|
2018
Q1 | $1.35M | Buy |
20,715
+14,815
| +251% | +$963K | 0.64% | 46 |
|
|
2017
Q4 | $435K | Sell |
5,900
-1,200
| -17% | -$88.5K | 0.23% | 146 |
|
|
2017
Q3 | $456K | Buy |
7,100
+100
| +1% | +$6.42K | 0.24% | 116 |
|
|
2017
Q2 | $419K | Buy |
+7,000
| New | +$419K | 0.26% | 113 |
|
|
2015
Q3 | $1.62M | Sell |
24,542
-3,255
| -12% | -$215K | 0.65% | 62 |
|
|
2015
Q2 | $2.16M | Sell |
27,797
-9,767
| -26% | -$758K | 0.69% | 51 |
|
|
2015
Q1 | $2.74M | Buy |
37,564
+501
| +1% | +$36.5K | 0.66% | 46 |
|
|
2014
Q4 | $2.98M | Buy |
+37,063
| New | +$2.98M | 0.59% | 54 |
|
|
2013
Q4 | $5.34M | Buy |
58,582
+23,824
| +69% | +$2.17M | 0.46% | 65 |
|
|
2013
Q3 | $3.12M | Sell |
34,758
-5,532
| -14% | -$496K | 0.24% | 126 |
|
|
2013
Q2 | $3.44M | Buy |
+40,290
| New | +$3.44M | 0.29% | 108 |
|