United Capital 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 | $1.2M | Buy |
28,548
+9,877
| +53% | +$415K | 0.01% | 538 |
|
|
2025
Q1 | $922K | Sell |
18,671
-3,431
| -16% | -$169K | 0.01% | 577 |
|
|
2024
Q4 | $1.09M | Buy |
22,102
+496
| +2% | +$24.5K | 0.01% | 528 |
|
|
2024
Q3 | $1.11M | Sell |
21,606
-1,959
| -8% | -$101K | 0.01% | 518 |
|
|
2024
Q2 | $1.49M | Sell |
23,565
-1,367
| -5% | -$86.2K | 0.01% | 451 |
|
|
2024
Q1 | $1.62M | Sell |
24,932
-1,553
| -6% | -$101K | 0.01% | 465 |
|
|
2023
Q4 | $1.58M | Buy |
26,485
+11,394
| +76% | +$680K | 0.01% | 467 |
|
|
2023
Q3 | $979K | Sell |
15,091
-4,209
| -22% | -$273K | 0.01% | 521 |
|
|
2023
Q2 | $1.13M | Buy |
19,300
+295
| +2% | +$17.3K | 0.01% | 524 |
|
|
2023
Q1 | $1.19M | Sell |
19,005
-922
| -5% | -$57.6K | 0.01% | 536 |
|
|
2022
Q4 | $1.26M | Sell |
19,927
-1,386
| -7% | -$87.3K | 0.01% | 570 |
|
|
2022
Q3 | $1.31M | Sell |
21,313
-7,321
| -26% | -$450K | 0.01% | 557 |
|
|
2022
Q2 | $1.69M | Sell |
28,634
-19,741
| -41% | -$1.16M | 0.01% | 525 |
|
|
2022
Q1 | $2.75M | Sell |
48,375
-10,194
| -17% | -$578K | 0.01% | 462 |
|
|
2021
Q4 | $1.7M | Sell |
58,569
-4,471
| -7% | -$130K | 0.01% | 565 |
|
|
2021
Q3 | $1.87M | Sell |
63,040
-21,658
| -26% | -$641K | 0.01% | 539 |
|
|
2021
Q2 | $2.65M | Sell |
84,698
-1,477
| -2% | -$46.2K | 0.01% | 482 |
|
|
2021
Q1 | $2.29M | Sell |
86,175
-10,147
| -11% | -$270K | 0.01% | 480 |
|
|
2020
Q4 | $1.67M | Buy |
96,322
+7,245
| +8% | +$125K | 0.01% | 545 |
|
|
2020
Q3 | $892K | Sell |
89,077
-17,435
| -16% | -$175K | 0.01% | 689 |
|
|
2020
Q2 | $1.95M | Buy |
106,512
+14,393
| +16% | +$263K | 0.01% | 520 |
|
|
2020
Q1 | $1.07M | Sell |
92,119
-418,926
| -82% | -$4.85M | 0.01% | 612 |
|
|
2019
Q4 | $21.1M | Buy |
511,045
+72,319
| +16% | +$2.98M | 0.14% | 181 |
|
|
2019
Q3 | $19.5M | Buy |
438,726
+112,632
| +35% | +$5.01M | 0.14% | 179 |
|
|
2019
Q2 | $16.4M | Buy |
326,094
+38,012
| +13% | +$1.91M | 0.11% | 206 |
|
|
2019
Q1 | $19.1M | Buy |
288,082
+35,172
| +14% | +$2.33M | 0.13% | 166 |
|
|
2018
Q4 | $15.5M | Sell |
252,910
-965
| -0.4% | -$59.2K | 0.12% | 170 |
|
|
2018
Q3 | $20.9M | Buy |
253,875
+316
| +0.1% | +$26K | 0.15% | 153 |
|
|
2018
Q2 | $21.2M | Sell |
253,559
-7,473
| -3% | -$625K | 0.16% | 143 |
|
|
2018
Q1 | $17M | Buy |
261,032
+7,470
| +3% | +$485K | 0.13% | 180 |
|
|
2017
Q4 | $18.7M | Sell |
253,562
-2,007
| -0.8% | -$148K | 0.15% | 161 |
|
|
2017
Q3 | $16.4M | Buy |
255,569
+276
| +0.1% | +$17.7K | 0.14% | 171 |
|
|
2017
Q2 | $15.3M | Buy |
255,293
+74,136
| +41% | +$4.44M | 0.14% | 173 |
|
|
2017
Q1 | $11.5M | Buy |
181,157
+4,304
| +2% | +$273K | 0.11% | 226 |
|
|
2016
Q4 | $12.6M | Buy |
176,853
+6,261
| +4% | +$446K | 0.12% | 197 |
|
|
2016
Q3 | $12.4M | Buy |
170,592
+13,147
| +8% | +$959K | 0.12% | 200 |
|
|
2016
Q2 | $12M | Buy |
157,445
+27,579
| +21% | +$2.1M | 0.12% | 181 |
|
|
2016
Q1 | $8.89M | Buy |
129,866
+16,064
| +14% | +$1.1M | 0.1% | 227 |
|
|
2015
Q4 | $7.68M | Buy |
113,802
+3,357
| +3% | +$227K | 0.09% | 256 |
|
|
2015
Q3 | $7.29M | Sell |
110,445
-25,239
| -19% | -$1.67M | 0.09% | 243 |
|
|
2015
Q2 | $10.5M | Buy |
135,684
+20,091
| +17% | +$1.56M | 0.12% | 201 |
|
|
2015
Q1 | $9.24M | Buy |
115,593
+23,880
| +26% | +$1.91M | 0.11% | 226 |
|
|
2014
Q4 | $7.38M | Buy |
91,713
+17,075
| +23% | +$1.37M | 0.11% | 211 |
|
|
2014
Q3 | $6.88M | Buy |
74,638
+4,556
| +7% | +$420K | 0.12% | 200 |
|
|
2014
Q2 | $6.89M | Buy |
70,082
+9,477
| +16% | +$932K | 0.13% | 199 |
|
|
2014
Q1 | $5.53M | Sell |
60,605
-16,315
| -21% | -$1.49M | 0.12% | 196 |
|
|
2013
Q4 | $7.01M | Buy |
76,920
+73,001
| +1,863% | +$6.65M | 0.24% | 114 |
|
|
2013
Q3 | $351K | Sell |
3,919
-81,233
| -95% | -$7.28M | 0.01% | 523 |
|
|
2013
Q2 | $7.28M | Buy |
+85,152
| New | +$7.28M | 0.19% | 133 |
|