TCI Wealth Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-5,197
| Closed | -$218K | – | 271 |
|
|
2025
Q2 | $218K | Sell |
5,197
-44
| -0.8% | -$1.84K | 0.02% | 225 |
|
|
2025
Q1 | $259K | Buy |
5,241
+70
| +1% | +$3.42K | 0.02% | 184 |
|
|
2024
Q4 | $256K | Buy |
5,171
+10
| +0.2% | +$505 | 0.02% | 191 |
|
|
2024
Q3 | $266K | Sell |
5,161
-675
| -12% | -$38.5K | 0.02% | 198 |
|
|
2024
Q2 | $368K | Sell |
5,836
-207
| -3% | -$13.3K | 0.03% | 154 |
|
|
2024
Q1 | $393K | Buy |
6,043
+188
| +3% | +$11.2K | 0.04% | 142 |
|
|
2023
Q4 | $350K | Sell |
5,855
-66
| -1% | -$4.03K | 0.04% | 144 |
|
|
2023
Q3 | $384K | Buy |
5,921
+91
| +2% | +$5.73K | 0.05% | 127 |
|
|
2023
Q2 | $343K | Buy |
5,830
+2,433
| +72% | +$146K | 0.04% | 137 |
|
|
2023
Q1 | $212K | Buy |
3,397
+308
| +10% | +$19.1K | 0.03% | 179 |
|
|
2022
Q4 | $195K | Buy |
3,089
+1
| +0% | +$68 | 0.03% | 181 |
|
|
2022
Q3 | $190K | Buy |
3,088
+1,762
| +133% | +$113K | 0.03% | 170 |
|
|
2022
Q2 | $78K | Sell |
1,326
-20
| -1% | -$1.23K | 0.01% | 288 |
|
|
2022
Q1 | $76K | Hold |
1,346
| – | – | 0.01% | 311 |
|
|
2021
Q4 | $39K | Hold |
1,346
| – | – | 0.01% | 468 |
|
|
2021
Q3 | $40K | Sell |
1,346
-1,661
| -55% | -$44.3K | 0.01% | 484 |
|
|
2021
Q2 | $94K | Hold |
3,007
| – | – | 0.02% | 289 |
|
|
2021
Q1 | $80K | Sell |
3,007
-334
| -10% | -$8.36K | 0.04% | 280 |
|
|
2020
Q4 | $58K | Sell |
3,341
-10,567
| -76% | -$145K | 0.03% | 310 |
|
|
2020
Q3 | $139K | Sell |
13,908
-59
| -0.4% | -$832 | 0.06% | 177 |
|
|
2020
Q2 | $256K | Buy |
13,967
+20
| +0.1% | +$315 | 0.11% | 127 |
|
|
2020
Q1 | $162K | Sell |
13,947
-1,115
| -7% | -$36.6K | 0.08% | 156 |
|
|
2019
Q4 | $621K | Sell |
15,062
-98
| -0.6% | -$3.93K | 0.24% | 73 |
|
|
2019
Q3 | $674K | Buy |
15,160
+76
| +0.5% | +$3.59K | 0.3% | 67 |
|
|
2019
Q2 | $758K | Sell |
15,084
-362
| -2% | -$20.4K | 0.35% | 63 |
|
|
2019
Q1 | $1.02M | Sell |
15,446
-20
| -0.1% | -$1.32K | 0.46% | 53 |
|
|
2018
Q4 | $949K | Buy |
15,466
+20
| +0.1% | +$1.41K | 0.47% | 53 |
|
|
2018
Q3 | $1.27M | Hold |
15,446
| – | – | 0.54% | 49 |
|
|
2018
Q2 | $1.29M | Hold |
15,446
| – | – | 0.57% | 44 |
|
|
2018
Q1 | $1M | Sell |
15,446
-13
| -0.1% | -$909 | 0.47% | 52 |
|
|
2017
Q4 | $1.14M | Sell |
15,459
-339
| -2% | -$23K | 0.5% | 48 |
|
|
2017
Q3 | $1.01M | Sell |
15,798
-120
| -0.8% | -$7.31K | 0.5% | 47 |
|
|
2017
Q2 | $953K | Sell |
15,918
-72
| -0.5% | -$4.41K | 0.49% | 49 |
|
|
2017
Q1 | $1.01M | Sell |
15,990
-6
| -0% | -$399 | 0.53% | 46 |
|
|
2016
Q4 | $1.14M | Buy |
15,996
+155
| +1% | +$11K | 0.6% | 41 |
|
|
2016
Q3 | $1.16M | Sell |
15,841
-322
| -2% | -$24.1K | 0.63% | 43 |
|
|
2016
Q2 | $1.22M | Buy |
16,163
+11
| +0.1% | +$822 | 0.68% | 37 |
|
|
2016
Q1 | $1.1M | Sell |
16,152
-536
| -3% | -$35.9K | 0.61% | 40 |
|
|
2015
Q4 | $1.13M | Sell |
16,688
-205
| -1% | -$14.7K | 0.63% | 39 |
|
|
2015
Q3 | $1.12M | Sell |
16,893
-455
| -3% | -$31.8K | 0.67% | 38 |
|
|
2015
Q2 | $1.35M | Buy |
17,348
+126
| +0.7% | +$9.84K | 0.77% | 35 |
|
|
2015
Q1 | $1.25M | Buy |
17,222
+195
| +1% | +$15.1K | 0.79% | 34 |
|
|
2014
Q4 | $1.37M | Sell |
17,027
-932
| -5% | -$77.3K | 0.85% | 33 |
|
|
2014
Q3 | $1.65M | Buy |
17,959
+3
| +0% | +$288 | 1.04% | 28 |
|
|
2014
Q2 | $1.77M | Hold |
17,956
| – | – | 1.06% | 25 |
|
|
2014
Q1 | $1.64M | Hold |
17,956
| – | – | 1.07% | 26 |
|
|
2013
Q4 | $1.64M | Hold |
17,956
| – | – | 1.03% | 27 |
|
|
2013
Q3 | $1.61M | Hold |
17,956
| – | – | 1.22% | 21 |
|
|
2013
Q2 | $1.53M | Buy |
+17,956
| New | +$1.52M | 1.17% | 20 |
|
Other funds holding OXY
HHII
