Tiedemann Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-3,446
| Closed | -$218K | – | 263 |
|
2022
Q4 | $218K | Hold |
3,446
| – | – | 0.01% | 220 |
|
2022
Q3 | $212K | Hold |
3,446
| – | – | 0.01% | 213 |
|
2022
Q2 | $203K | Buy |
+3,446
| New | +$203K | 0.02% | 213 |
|
2019
Q4 | – | Sell |
-25,849
| Closed | -$1.17M | – | 316 |
|
2019
Q3 | $1.17M | Buy |
25,849
+19,808
| +328% | +$897K | 0.06% | 160 |
|
2019
Q2 | $310K | Sell |
6,041
-1,992
| -25% | -$102K | 0.02% | 237 |
|
2019
Q1 | $537K | Sell |
8,033
-9,133
| -53% | -$611K | 0.03% | 291 |
|
2018
Q4 | $1.07M | Buy |
17,166
+4,017
| +31% | +$250K | 0.05% | 199 |
|
2018
Q3 | $1.09M | Buy |
13,149
+3,517
| +37% | +$292K | 0.06% | 160 |
|
2018
Q2 | $814K | Buy |
9,632
+2,348
| +32% | +$198K | 0.05% | 187 |
|
2018
Q1 | $479K | Buy |
+7,284
| New | +$479K | 0.03% | 199 |
|
2017
Q3 | – | Sell |
-17,469
| Closed | -$1.05M | – | 435 |
|
2017
Q2 | $1.05M | Buy |
17,469
+1,294
| +8% | +$77.5K | 0.08% | 213 |
|
2017
Q1 | $1.03M | Buy |
16,175
+4,131
| +34% | +$262K | 0.09% | 185 |
|
2016
Q4 | $858K | Buy |
12,044
+2,840
| +31% | +$202K | 0.09% | 168 |
|
2016
Q3 | $685K | Buy |
+9,204
| New | +$685K | 0.14% | 79 |
|