SIM
Sterling Investment Management’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
59,375
-3,615
| -6% | -$152K | 1.65% | 24 |
|
|
2025
Q1 | $3.11M | Sell |
62,990
-1,060
| -2% | -$52.3K | 2.21% | 15 |
|
|
2024
Q4 | $3.16M | Sell |
64,050
-1,099
| -2% | -$54.3K | 2.48% | 12 |
|
|
2024
Q3 | $3.36M | Sell |
65,149
-4,495
| -6% | -$232K | 2.55% | 11 |
|
|
2024
Q2 | $4.39M | Sell |
69,644
-12,592
| -15% | -$794K | 3.34% | 6 |
|
|
2024
Q1 | $5.34M | Buy |
82,236
+11,683
| +17% | +$759K | 3.77% | 8 |
|
|
2023
Q4 | $4.21M | Buy |
70,553
+34,248
| +94% | +$2.04M | 3.09% | 8 |
|
|
2023
Q3 | $2.36M | Sell |
36,305
-575
| -2% | -$37.3K | 2.09% | 18 |
|
|
2023
Q2 | $2.17M | Buy |
+36,880
| New | +$2.17M | 1.72% | 17 |
|
|
2016
Q1 | – | Sell |
-45,901
| Closed | -$3.1M | – | 56 |
|
|
2015
Q4 | $3.1M | Sell |
45,901
-6,905
| -13% | -$467K | 2.69% | 10 |
|
|
2015
Q3 | $3.49M | Buy |
52,806
+1,066
| +2% | +$70.5K | 2.75% | 11 |
|
|
2015
Q2 | $4.02M | Buy |
51,740
+259
| +0.5% | +$20.1K | 3.03% | 9 |
|
|
2015
Q1 | $3.76M | Buy |
51,481
+1,195
| +2% | +$87.2K | 2.65% | 9 |
|
|
2014
Q4 | $4.05M | Sell |
50,286
-6,614
| -12% | -$533K | 2.79% | 9 |
|
|
2014
Q3 | $5.47M | Sell |
56,900
-95
| -0.2% | -$9.13K | 3.83% | 6 |
|
|
2014
Q2 | $5.85M | Sell |
56,995
-12,288
| -18% | -$1.26M | 4.11% | 5 |
|
|
2014
Q1 | $6.6M | Sell |
69,283
-125
| -0.2% | -$11.9K | 4.85% | 5 |
|
|
2013
Q4 | $6.6M | Sell |
69,408
-740
| -1% | -$70.4K | 4.75% | 5 |
|
|
2013
Q3 | $6.56M | Sell |
70,148
-1,691
| -2% | -$158K | 4.6% | 5 |
|
|
2013
Q2 | $6.41M | Buy |
+71,839
| New | +$6.41M | 4.55% | 5 |
|