Simon Quick 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 | $295K | Buy |
7,017
+2,461
| +54% | +$103K | 0.01% | 616 |
|
|
2025
Q1 | $225K | Sell |
4,556
-442
| -9% | -$21.8K | 0.01% | 523 |
|
|
2024
Q4 | $247K | Buy |
+4,998
| New | +$247K | 0.01% | 397 |
|
|
2022
Q2 | – | Sell |
-587
| Closed | -$33K | – | 333 |
|
|
2022
Q1 | $33K | Buy |
587
+9
| +2% | +$506 | 0.01% | 244 |
|
|
2021
Q4 | $17K | Sell |
578
-345
| -37% | -$10.1K | ﹤0.01% | 297 |
|
|
2021
Q3 | $27K | Buy |
923
+345
| +60% | +$10.1K | 0.01% | 300 |
|
|
2021
Q2 | $18K | Buy |
+578
| New | +$18K | ﹤0.01% | 343 |
|
|
2020
Q3 | – | Sell |
-17
| Closed | – | – | 487 |
|
|
2020
Q2 | $0 | Sell |
17
-65
| -79% | – | ﹤0.01% | 488 |
|
|
2020
Q1 | $1K | Sell |
82
-116
| -59% | -$1.42K | ﹤0.01% | 454 |
|
|
2019
Q4 | $8K | Buy |
+198
| New | +$8K | ﹤0.01% | 426 |
|
|
2019
Q1 | – | Sell |
-311
| Closed | -$19K | – | 433 |
|
|
2018
Q4 | $19K | Buy |
311
+288
| +1,252% | +$17.6K | 0.01% | 253 |
|
|
2018
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 293 |
|
|
2018
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 339 |
|
|
2018
Q1 | $1K | Sell |
23
-979
| -98% | -$42.6K | ﹤0.01% | 300 |
|
|
2017
Q4 | $75K | Buy |
+1,002
| New | +$75K | 0.03% | 185 |
|