Rothschild Investment LLC’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 | $2.05M | Buy |
48,776
+2,073
| +4% | +$87.1K | 0.13% | 145 |
|
|
2025
Q1 | $2.31M | Buy |
46,703
+8,415
| +22% | +$415K | 0.15% | 134 |
|
|
2024
Q4 | $1.89M | Buy |
38,288
+29,755
| +349% | +$1.47M | 0.12% | 152 |
|
|
2024
Q3 | $440K | Buy |
8,533
+62
| +0.7% | +$3.2K | 0.03% | 370 |
|
|
2024
Q2 | $534K | Buy |
8,471
+392
| +5% | +$24.7K | 0.04% | 318 |
|
|
2024
Q1 | $525K | Buy |
8,079
+761
| +10% | +$49.5K | 0.04% | 318 |
|
|
2023
Q4 | $437K | Buy |
7,318
+1,525
| +26% | +$91.1K | 0.04% | 298 |
|
|
2023
Q3 | $376K | Buy |
5,793
+71
| +1% | +$4.61K | 0.03% | 345 |
|
|
2023
Q2 | $336K | Buy |
5,722
+293
| +5% | +$17.2K | 0.03% | 362 |
|
|
2023
Q1 | $339K | Buy |
5,429
+10
| +0.2% | +$624 | 0.03% | 352 |
|
|
2022
Q4 | $341K | Buy |
5,419
+5
| +0.1% | +$315 | 0.03% | 349 |
|
|
2022
Q3 | $333K | Sell |
5,414
-2,650
| -33% | -$163K | 0.03% | 338 |
|
|
2022
Q2 | $475K | Hold |
8,064
| – | – | 0.04% | 304 |
|
|
2022
Q1 | $458K | Sell |
8,064
-471
| -6% | -$26.8K | 0.04% | 340 |
|
|
2021
Q4 | $247K | Hold |
8,535
| – | – | 0.02% | 445 |
|
|
2021
Q3 | $252K | Sell |
8,535
-622
| -7% | -$18.4K | 0.02% | 420 |
|
|
2021
Q2 | $286K | Sell |
9,157
-294
| -3% | -$9.18K | 0.02% | 403 |
|
|
2021
Q1 | $252K | Buy |
+9,451
| New | +$252K | 0.02% | 413 |
|
|
2020
Q4 | – | Sell |
-12,781
| Closed | -$128K | – | 467 |
|
|
2020
Q3 | $128K | Sell |
12,781
-2,166
| -14% | -$21.7K | 0.01% | 404 |
|
|
2020
Q2 | $274K | Sell |
14,947
-106
| -0.7% | -$1.94K | 0.03% | 330 |
|
|
2020
Q1 | $174K | Sell |
15,053
-3,480
| -19% | -$40.2K | 0.02% | 385 |
|
|
2019
Q4 | $764K | Buy |
18,533
+10,055
| +119% | +$415K | 0.08% | 235 |
|
|
2019
Q3 | $377K | Buy |
8,478
+956
| +13% | +$42.5K | 0.04% | 287 |
|
|
2019
Q2 | $378K | Sell |
7,522
-106
| -1% | -$5.33K | 0.04% | 285 |
|
|
2019
Q1 | $505K | Sell |
7,628
-195
| -2% | -$12.9K | 0.06% | 253 |
|
|
2018
Q4 | $480K | Buy |
7,823
+1,298
| +20% | +$79.6K | 0.06% | 238 |
|
|
2018
Q3 | $536K | Buy |
6,525
+2,847
| +77% | +$234K | 0.06% | 233 |
|
|
2018
Q2 | $308K | Sell |
3,678
-2,532
| -41% | -$212K | 0.04% | 296 |
|
|
2018
Q1 | $403K | Sell |
6,210
-4,362
| -41% | -$283K | 0.05% | 260 |
|
|
2017
Q4 | $779K | Buy |
10,572
+9
| +0.1% | +$663 | 0.08% | 217 |
|
|
2017
Q3 | $678K | Sell |
10,563
-1,463
| -12% | -$93.9K | 0.08% | 238 |
|
|
2017
Q2 | $720K | Sell |
12,026
-122
| -1% | -$7.3K | 0.08% | 231 |
|
|
2017
Q1 | $770K | Buy |
+12,148
| New | +$770K | 0.09% | 220 |
|
|
2016
Q2 | – | Sell |
-9,438
| Closed | -$646K | – | 498 |
|
|
2016
Q1 | $646K | Sell |
9,438
-2
| -0% | -$137 | 0.08% | 232 |
|
|
2015
Q4 | $637K | Sell |
9,440
-3,531
| -27% | -$238K | 0.08% | 240 |
|
|
2015
Q3 | $857K | Sell |
12,971
-651
| -5% | -$43K | 0.11% | 197 |
|
|
2015
Q2 | $1.06M | Buy |
13,622
+1,262
| +10% | +$98K | 0.12% | 190 |
|
|
2015
Q1 | $901K | Buy |
12,360
+1,202
| +11% | +$87.6K | 0.11% | 202 |
|
|
2014
Q4 | $898K | Sell |
11,158
-469
| -4% | -$37.7K | 0.11% | 199 |
|
|
2014
Q3 | $1.07M | Buy |
11,627
+41
| +0.4% | +$3.78K | 0.13% | 176 |
|
|
2014
Q2 | $1.14M | Buy |
11,586
+131
| +1% | +$12.9K | 0.15% | 149 |
|
|
2014
Q1 | $1.05M | Buy |
11,455
+130
| +1% | +$11.9K | 0.14% | 151 |
|
|
2013
Q4 | $1.03M | Hold |
11,325
| – | – | 0.14% | 148 |
|
|
2013
Q3 | $1.02M | Buy |
11,325
+2,114
| +23% | +$189K | 0.15% | 136 |
|
|
2013
Q2 | $787K | Buy |
+9,211
| New | +$787K | 0.13% | 163 |
|