Salem Investment Counselors’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 | $915K | Buy |
21,659
+1,800
| +9% | +$76.1K | 0.03% | 214 |
|
2025
Q1 | $985K | Sell |
19,859
-195
| -1% | -$9.67K | 0.03% | 189 |
|
2024
Q4 | $996K | Sell |
20,054
-2,434
| -11% | -$121K | 0.03% | 197 |
|
2024
Q3 | $1.16M | Buy |
22,488
+347
| +2% | +$18K | 0.04% | 188 |
|
2024
Q2 | $1.4M | Buy |
22,141
+545
| +3% | +$34.5K | 0.05% | 175 |
|
2024
Q1 | $1.41M | Buy |
21,596
+14,764
| +216% | +$962K | 0.05% | 174 |
|
2023
Q4 | $409K | Buy |
6,832
+1,000
| +17% | +$59.9K | 0.01% | 275 |
|
2023
Q3 | $379K | Buy |
5,832
+2,350
| +67% | +$153K | 0.01% | 273 |
|
2023
Q2 | $205K | Buy |
3,482
+300
| +9% | +$17.7K | 0.01% | 328 |
|
2023
Q1 | $199K | Hold |
3,182
| – | – | 0.01% | 335 |
|
2022
Q4 | $201K | Buy |
3,182
+277
| +10% | +$17.5K | 0.01% | 325 |
|
2022
Q3 | $179K | Buy |
2,905
+1,915
| +193% | +$118K | 0.01% | 319 |
|
2022
Q2 | $58K | Buy |
+990
| New | +$58K | ﹤0.01% | 479 |
|
2022
Q1 | – | Sell |
-200
| Closed | -$6K | – | 1081 |
|
2021
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 910 |
|
2021
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 830 |
|
2020
Q2 | – | Sell |
-752
| Closed | -$9K | – | 718 |
|
2020
Q1 | $9K | Sell |
752
-325
| -30% | -$3.89K | ﹤0.01% | 530 |
|
2019
Q4 | $44K | Buy |
1,077
+25
| +2% | +$1.02K | ﹤0.01% | 385 |
|
2019
Q3 | $47K | Hold |
1,052
| – | – | ﹤0.01% | 374 |
|
2019
Q2 | $53K | Hold |
1,052
| – | – | ﹤0.01% | 364 |
|
2019
Q1 | $86K | Buy |
+1,052
| New | +$86K | 0.01% | 250 |
|
2018
Q4 | – | Sell |
-1,052
| Closed | -$86K | – | 322 |
|
2018
Q3 | $86K | Hold |
1,052
| – | – | 0.01% | 250 |
|
2018
Q2 | $88K | Hold |
1,052
| – | – | 0.01% | 246 |
|
2018
Q1 | $68K | Sell |
1,052
-1,115
| -51% | -$72.1K | 0.01% | 256 |
|
2017
Q4 | $160K | Hold |
2,167
| – | – | 0.02% | 207 |
|
2017
Q3 | $139K | Hold |
2,167
| – | – | 0.02% | 212 |
|
2017
Q2 | $130K | Sell |
2,167
-485
| -18% | -$29.1K | 0.02% | 230 |
|
2017
Q1 | $167K | Sell |
2,652
-49
| -2% | -$3.09K | 0.02% | 246 |
|
2016
Q4 | $192K | Buy |
2,701
+349
| +15% | +$24.8K | 0.02% | 238 |
|
2016
Q3 | $1.72K | Buy |
+2,352
| New | +$1.72K | 0.02% | 223 |
|
2015
Q3 | – | Sell |
-14,039
| Closed | -$1.09M | – | 266 |
|
2015
Q2 | $1.09M | Sell |
14,039
-701
| -5% | -$54.4K | 0.13% | 132 |
|
2015
Q1 | $1.07M | Sell |
14,740
-200
| -1% | -$14.6K | 0.13% | 138 |
|
2014
Q4 | $1.2M | Sell |
14,940
-628
| -4% | -$50.5K | 0.14% | 126 |
|
2014
Q3 | $1.43M | Sell |
15,568
-104
| -0.7% | -$9.58K | 0.17% | 120 |
|
2014
Q2 | $1.54M | Sell |
15,672
-675
| -4% | -$66.4K | 0.19% | 114 |
|
2014
Q1 | $1.49M | Buy |
16,347
+910
| +6% | +$83.1K | 0.18% | 117 |
|
2013
Q4 | $1.41M | Buy |
15,437
+730
| +5% | +$66.5K | 0.18% | 117 |
|
2013
Q3 | $1.32M | Buy |
14,707
+820
| +6% | +$73.5K | 0.18% | 120 |
|
2013
Q2 | $1.19M | Buy |
+13,887
| New | +$1.19M | 0.17% | 114 |
|