Stamos Capital Partners’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 |
48,757
+25,606
| +111% | +$1.08M | 0.37% | 83 |
|
|
2025
Q1 | $1.14M | Sell |
23,151
-2,389
| -9% | -$118K | 0.3% | 93 |
|
|
2024
Q4 | $1.26M | Buy |
25,540
+6,650
| +35% | +$329K | 0.3% | 95 |
|
|
2024
Q3 | $974K | Buy |
18,890
+2,120
| +13% | +$109K | 0.23% | 98 |
|
|
2024
Q2 | $1.06M | Buy |
16,770
+2,870
| +21% | +$181K | 0.22% | 97 |
|
|
2024
Q1 | $903K | Sell |
13,900
-2,320
| -14% | -$151K | 0.21% | 97 |
|
|
2023
Q4 | $968K | Buy |
+16,220
| New | +$968K | 0.26% | 83 |
|
|
2023
Q2 | – | Sell |
-9,680
| Closed | -$604K | – | 114 |
|
|
2023
Q1 | $604K | Buy |
9,680
+1,680
| +21% | +$105K | 0.16% | 87 |
|
|
2022
Q4 | $504K | Sell |
8,000
-830
| -9% | -$52.3K | 0.16% | 101 |
|
|
2022
Q3 | $543K | Buy |
8,830
+4,590
| +108% | +$282K | 0.14% | 117 |
|
|
2022
Q2 | $250K | Buy |
+4,240
| New | +$250K | 0.08% | 100 |
|
|
2020
Q3 | – | Sell |
-120,000
| Closed | -$2.2M | – | 69 |
|
|
2020
Q2 | $2.2M | Sell |
120,000
-195,168
| -62% | -$3.57M | 1.26% | 19 |
|
|
2020
Q1 | $3.65M | Buy |
315,168
+290,748
| +1,191% | +$3.37M | 1.92% | 18 |
|
|
2019
Q4 | $1.01M | Buy |
+24,420
| New | +$1.01M | 0.81% | 25 |
|