Univest Financial’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-33,526
| Closed | -$2.39M | – | 127 |
|
|
2019
Q4 | $2.39M | Sell |
33,526
-8,051
| -19% | -$573K | 1.01% | 53 |
|
|
2019
Q3 | $1.85M | Buy |
41,577
+1,850
| +5% | +$82.3K | 0.59% | 50 |
|
|
2019
Q2 | $2M | Buy |
39,727
+1,370
| +4% | +$68.9K | 0.63% | 52 |
|
|
2019
Q1 | $2.54M | Buy |
38,357
+7,440
| +24% | +$492K | 0.83% | 47 |
|
|
2018
Q4 | $1.9M | Sell |
30,917
-3,789
| -11% | -$233K | 0.7% | 49 |
|
|
2018
Q3 | $2.85M | Sell |
34,706
-1,339
| -4% | -$110K | 0.87% | 48 |
|
|
2018
Q2 | $3.02M | Sell |
36,045
-3,222
| -8% | -$270K | 1.21% | 39 |
|
|
2018
Q1 | $2.55M | Sell |
39,267
-888
| -2% | -$57.7K | 1.1% | 43 |
|
|
2017
Q4 | $2.96M | Sell |
40,155
-786
| -2% | -$57.9K | 1.19% | 44 |
|
|
2017
Q3 | $2.63M | Sell |
40,941
-6,238
| -13% | -$401K | 1.11% | 44 |
|
|
2017
Q2 | $2.83M | Buy |
47,179
+2,006
| +4% | +$120K | 1.19% | 44 |
|
|
2017
Q1 | $2.86M | Buy |
45,173
+11,647
| +35% | +$738K | 1.25% | 44 |
|
|
2016
Q4 | $2.39M | Sell |
33,526
-1,945
| -5% | -$139K | 1.01% | 53 |
|
|
2016
Q3 | $2.59M | Buy |
35,471
+204
| +0.6% | +$14.9K | 1.17% | 48 |
|
|
2016
Q2 | $2.67M | Buy |
35,267
+408
| +1% | +$30.8K | 1.22% | 46 |
|
|
2016
Q1 | $2.39M | Buy |
34,859
+12,670
| +57% | +$867K | 1.09% | 49 |
|
|
2015
Q4 | $1.5M | Sell |
22,189
-6,579
| -23% | -$444K | 0.68% | 54 |
|
|
2015
Q3 | $1.9M | Sell |
28,768
-3,438
| -11% | -$227K | 0.93% | 54 |
|
|
2015
Q2 | $2.5M | Buy |
32,206
+666
| +2% | +$51.7K | 1.15% | 49 |
|
|
2015
Q1 | $2.3M | Sell |
31,540
-839
| -3% | -$61.1K | 1.03% | 54 |
|
|
2014
Q4 | $2.61M | Sell |
32,379
-2,912
| -8% | -$234K | 1.14% | 48 |
|
|
2014
Q3 | $3.25M | Buy |
35,291
+750
| +2% | +$69.1K | 1.52% | 26 |
|
|
2014
Q2 | $3.4M | Buy |
34,541
+640
| +2% | +$62.9K | 1.6% | 28 |
|
|
2014
Q1 | $3.1M | Buy |
33,901
+856
| +3% | +$78.1K | 1.54% | 28 |
|
|
2013
Q4 | $3.01M | Sell |
33,045
-3,873
| -10% | -$353K | 1.48% | 32 |
|
|
2013
Q3 | $3.31M | Sell |
36,918
-613
| -2% | -$54.9K | 1.76% | 17 |
|
|
2013
Q2 | $3.21M | Buy |
+37,531
| New | +$3.21M | 1.76% | 16 |
|