Transamerica Financial Advisors’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 | $129K | Buy |
3,081
+18
| +0.6% | +$756 | 0.01% | 257 |
|
|
2025
Q1 | $152K | Buy |
3,063
+942
| +44% | +$46.7K | 0.02% | 239 |
|
|
2024
Q4 | $105K | Buy |
2,121
+1,159
| +120% | +$57.4K | 0.01% | 264 |
|
|
2024
Q3 | $50K | Buy |
+962
| New | +$50K | ﹤0.01% | 316 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$1K | – | 666 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 536 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 560 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 530 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 514 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 589 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 555 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 566 |
|
|
2020
Q3 | – | Sell |
-2
| Closed | -$1K | – | 393 |
|
|
2020
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 453 |
|
|
2019
Q3 | – | Sell |
-15
| Closed | -$1K | – | 397 |
|
|
2019
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 505 |
|
|
2019
Q1 | – | Sell |
-5
| Closed | -$1K | – | 351 |
|
|
2018
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 463 |
|
|
2018
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 462 |
|
|
2018
Q2 | $1K | Sell |
5
-37
| -88% | -$7.4K | ﹤0.01% | 441 |
|
|
2018
Q1 | $3K | Sell |
42
-21
| -33% | -$1.5K | ﹤0.01% | 309 |
|
|
2017
Q4 | $5K | Sell |
63
-76
| -55% | -$6.03K | ﹤0.01% | 285 |
|
|
2017
Q3 | $9K | Sell |
139
-8
| -5% | -$518 | ﹤0.01% | 273 |
|
|
2017
Q2 | $9K | Sell |
147
-41,639
| -100% | -$2.55M | ﹤0.01% | 255 |
|
|
2017
Q1 | $2.65M | Sell |
41,786
-12
| -0% | -$760 | 0.32% | 91 |
|
|
2016
Q4 | $2.98M | Buy |
41,798
+498
| +1% | +$35.5K | 0.35% | 84 |
|
|
2016
Q3 | $3.01M | Buy |
41,300
+3,625
| +10% | +$264K | 0.33% | 89 |
|
|
2016
Q2 | $2.85M | Buy |
37,675
+31,802
| +541% | +$2.4M | 0.29% | 88 |
|
|
2016
Q1 | $402K | Buy |
5,873
+309
| +6% | +$21.2K | 0.03% | 236 |
|
|
2015
Q4 | $376K | Buy |
5,564
+437
| +9% | +$29.5K | 0.03% | 264 |
|
|
2015
Q3 | $339K | Buy |
5,127
+112
| +2% | +$7.41K | 0.03% | 253 |
|
|
2015
Q2 | $390K | Buy |
5,015
+192
| +4% | +$14.9K | 0.03% | 257 |
|
|
2015
Q1 | $352K | Buy |
4,823
+496
| +11% | +$36.2K | 0.02% | 270 |
|
|
2014
Q4 | $349K | Buy |
4,327
+179
| +4% | +$14.4K | 0.03% | 235 |
|
|
2014
Q3 | $383K | Sell |
4,148
-99
| -2% | -$9.14K | 0.03% | 190 |
|
|
2014
Q2 | $418K | Buy |
4,247
+1,984
| +88% | +$195K | 0.04% | 194 |
|
|
2014
Q1 | $207K | Buy |
2,263
+88
| +4% | +$8.05K | 0.02% | 258 |
|
|
2013
Q4 | $199K | Buy |
2,175
+23
| +1% | +$2.1K | 0.02% | 246 |
|
|
2013
Q3 | $193K | Buy |
2,152
+639
| +42% | +$57.3K | 0.03% | 245 |
|
|
2013
Q2 | $130K | Buy |
+1,513
| New | +$130K | 0.02% | 225 |
|