Systematic Financial Management’s Occidental Petroleum OXY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15K	Hold	231	–	–	﹤0.01%	244
2025 Q4	$9.5K	Hold	231	–	–	﹤0.01%	249
2025 Q3	$10.9K	Hold	231	–	–	﹤0.01%	243
2025 Q2	$9.7K	Hold	231	–	–	﹤0.01%	241
2025 Q1	$11.4K	Buy	+231	New	+$11.3K	﹤0.01%	240
2020 Q4	–	Sell	-1,848	Closed	-$18K	–	251
2020 Q3	$18K	Hold	1,848	–	–	﹤0.01%	226
2020 Q2	$34K	Hold	1,848	–	–	﹤0.01%	486
2020 Q1	$21K	Hold	1,848	–	–	﹤0.01%	464
2019 Q4	$76K	Hold	1,848	–	–	﹤0.01%	469
2019 Q3	$82K	Buy	+1,848	New	+$87.4K	﹤0.01%	488
2016 Q2	–	Sell	-30	Closed	-$2K	–	632
2016 Q1	$2K	Hold	30	–	–	﹤0.01%	577
2015 Q4	$2K	Hold	30	–	–	﹤0.01%	603
2015 Q3	$1K	Hold	30	–	–	﹤0.01%	633
2015 Q2	$2K	Hold	30	–	–	﹤0.01%	668
2015 Q1	$2K	Sell	30 -215,889	-100%	-$16.7M	﹤0.01%	655
2014 Q4	$17.4M	Sell	215,919 -35,472	-14%	-$2.94M	0.13%	160
2014 Q3	$23.2M	Sell	251,391 -5,928	-2%	-$569K	0.17%	133
2014 Q2	$25.3M	Buy	257,319 +8,967	+4%	+$843K	0.17%	137
2014 Q1	$22.7M	Sell	248,352 -178,465	-42%	-$15.9M	0.16%	152
2013 Q4	$38.9M	Sell	426,817 -13,796	-3%	-$1.26M	0.29%	100
2013 Q3	$39.5M	Sell	440,613 -30,194	-6%	-$2.6M	0.31%	95
2013 Q2	$40.2M	Buy	+470,807	New	+$39.8M	0.34%	91