Steward Partners Investment Advisory’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 | $2.88M | Sell |
68,614
-8,297
| -11% | -$349K | 0.02% | 584 |
|
|
2025
Q1 | $3.8M | Sell |
76,911
-7,205
| -9% | -$356K | 0.03% | 471 |
|
|
2024
Q4 | $4.16M | Sell |
84,116
-12,469
| -13% | -$616K | 0.04% | 422 |
|
|
2024
Q3 | $4.98M | Buy |
96,585
+12,711
| +15% | +$655K | 0.05% | 360 |
|
|
2024
Q2 | $5.29M | Sell |
83,874
-262
| -0.3% | -$16.5K | 0.06% | 323 |
|
|
2024
Q1 | $5.47M | Sell |
84,136
-139,421
| -62% | -$9.06M | 0.06% | 319 |
|
|
2023
Q4 | $13.3M | Buy |
223,557
+7,879
| +4% | +$470K | 0.18% | 126 |
|
|
2023
Q3 | $14M | Buy |
215,678
+6,488
| +3% | +$421K | 0.22% | 105 |
|
|
2023
Q2 | $12.3M | Buy |
209,190
+15,121
| +8% | +$889K | 0.18% | 120 |
|
|
2023
Q1 | $12.1M | Sell |
194,069
-41,597
| -18% | -$2.6M | 0.19% | 117 |
|
|
2022
Q4 | $14.8M | Buy |
235,666
+1,766
| +0.8% | +$111K | 0.25% | 95 |
|
|
2022
Q3 | $14.4M | Buy |
233,900
+51,891
| +29% | +$3.19M | 0.27% | 84 |
|
|
2022
Q2 | $10.7M | Buy |
182,009
+10,657
| +6% | +$628K | 0.2% | 125 |
|
|
2022
Q1 | $9.72M | Buy |
171,352
+68,282
| +66% | +$3.87M | 0.15% | 160 |
|
|
2021
Q4 | $2.99M | Sell |
103,070
-4,745
| -4% | -$138K | 0.05% | 378 |
|
|
2021
Q3 | $3.19M | Sell |
107,815
-10,305
| -9% | -$305K | 0.05% | 337 |
|
|
2021
Q2 | $3.69M | Buy |
118,120
+3,975
| +3% | +$124K | 0.06% | 307 |
|
|
2021
Q1 | $3.04M | Buy |
114,145
+22,198
| +24% | +$591K | 0.05% | 338 |
|
|
2020
Q4 | $1.59M | Sell |
91,947
-3,347
| -4% | -$58K | 0.03% | 417 |
|
|
2020
Q3 | $954K | Sell |
95,294
-5,604
| -6% | -$56.1K | 0.02% | 493 |
|
|
2020
Q2 | $1.85M | Buy |
100,898
+30,141
| +43% | +$551K | 0.05% | 320 |
|
|
2020
Q1 | $819K | Sell |
70,757
-9,298
| -12% | -$108K | 0.03% | 433 |
|
|
2019
Q4 | $3.3M | Sell |
80,055
-61,325
| -43% | -$2.53M | 0.1% | 216 |
|
|
2019
Q3 | $6.29M | Sell |
141,380
-20,102
| -12% | -$894K | 0.21% | 115 |
|
|
2019
Q2 | $8.12M | Buy |
161,482
+121,126
| +300% | +$6.09M | 0.3% | 81 |
|
|
2019
Q1 | $2.67M | Buy |
40,356
+2,280
| +6% | +$151K | 0.11% | 188 |
|
|
2018
Q4 | $2.34M | Buy |
38,076
+1,417
| +4% | +$87K | 0.11% | 198 |
|
|
2018
Q3 | $3.01M | Buy |
36,659
+1,086
| +3% | +$89.2K | 0.14% | 161 |
|
|
2018
Q2 | $2.98M | Buy |
35,573
+1,495
| +4% | +$125K | 0.18% | 134 |
|
|
2018
Q1 | $2.21M | Buy |
34,078
+3,336
| +11% | +$217K | 0.15% | 155 |
|
|
2017
Q4 | $2.26M | Buy |
30,742
+8,533
| +38% | +$628K | 0.17% | 136 |
|
|
2017
Q3 | $1.43M | Buy |
22,209
+7,390
| +50% | +$474K | 0.15% | 146 |
|
|
2017
Q2 | $887K | Sell |
14,819
-2,549
| -15% | -$153K | 0.1% | 195 |
|
|
2017
Q1 | $1.1M | Buy |
17,368
+6,749
| +64% | +$427K | 0.17% | 122 |
|
|
2016
Q4 | $756K | Buy |
+10,619
| New | +$756K | 0.35% | 65 |
|