Sequoia 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 | $1.17M | Sell |
27,735
-402
| -1% | -$16.9K | 0.01% | 633 |
|
|
2025
Q1 | $1.39M | Buy |
28,137
+161
| +0.6% | +$7.95K | 0.01% | 516 |
|
|
2024
Q4 | $1.38M | Buy |
27,976
+3,693
| +15% | +$182K | 0.01% | 492 |
|
|
2024
Q3 | $1.25M | Sell |
24,283
-591
| -2% | -$30.5K | 0.01% | 477 |
|
|
2024
Q2 | $1.57M | Buy |
24,874
+2,712
| +12% | +$171K | 0.02% | 380 |
|
|
2024
Q1 | $1.44M | Sell |
22,162
-4,707
| -18% | -$306K | 0.02% | 387 |
|
|
2023
Q4 | $1.6M | Buy |
26,869
+7,007
| +35% | +$418K | 0.02% | 410 |
|
|
2023
Q3 | $1.29M | Sell |
19,862
-76
| -0.4% | -$4.93K | 0.02% | 290 |
|
|
2023
Q2 | $1.17M | Sell |
19,938
-978
| -5% | -$57.5K | 0.02% | 318 |
|
|
2023
Q1 | $1.31M | Buy |
20,916
+2,913
| +16% | +$182K | 0.03% | 272 |
|
|
2022
Q4 | $1.13M | Buy |
18,003
+11,419
| +173% | +$719K | 0.03% | 263 |
|
|
2022
Q3 | $405K | Sell |
6,584
-922
| -12% | -$56.7K | 0.01% | 324 |
|
|
2022
Q2 | $442K | Buy |
7,506
+1,989
| +36% | +$117K | 0.01% | 349 |
|
|
2022
Q1 | $313K | Buy |
+5,517
| New | +$313K | 0.01% | 491 |
|
|
2015
Q3 | – | Sell |
-2,911
| Closed | -$226K | – | 189 |
|
|
2015
Q2 | $226K | Buy |
+2,911
| New | +$226K | 0.1% | 166 |
|
|
2014
Q4 | – | Sell |
-2,532
| Closed | -$233K | – | 167 |
|
|
2014
Q3 | $233K | Sell |
2,532
-239
| -9% | -$22K | 0.16% | 138 |
|
|
2014
Q2 | $272K | Buy |
2,771
+437
| +19% | +$42.9K | 0.21% | 114 |
|
|
2014
Q1 | $213K | Sell |
2,334
-8,856
| -79% | -$808K | 0.18% | 144 |
|
|
2013
Q4 | $1.02M | Buy |
+11,190
| New | +$1.02M | 0.84% | 24 |
|