Valeo 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 | $624K | Buy |
14,845
+2,189
| +17% | +$92K | 0.02% | 400 |
|
|
2025
Q1 | $625K | Buy |
12,656
+174
| +1% | +$8.59K | 0.02% | 351 |
|
|
2024
Q4 | $617K | Sell |
12,482
-3,543
| -22% | -$175K | 0.02% | 360 |
|
|
2024
Q3 | $826K | Sell |
16,025
-12,725
| -44% | -$656K | 0.02% | 294 |
|
|
2024
Q2 | $1.81M | Sell |
28,750
-5,868
| -17% | -$370K | 0.06% | 160 |
|
|
2024
Q1 | $2.33M | Sell |
34,618
-8,138
| -19% | -$548K | 0.08% | 130 |
|
|
2023
Q4 | $2.55M | Sell |
42,756
-978
| -2% | -$58.4K | 0.1% | 111 |
|
|
2023
Q3 | $2.84M | Buy |
43,734
+3,003
| +7% | +$195K | 0.13% | 92 |
|
|
2023
Q2 | $2.4M | Sell |
40,731
-1,001
| -2% | -$58.9K | 0.11% | 105 |
|
|
2023
Q1 | $2.61M | Buy |
41,732
+24,141
| +137% | +$1.51M | 0.13% | 101 |
|
|
2022
Q4 | $1.11M | Buy |
17,591
+12,269
| +231% | +$773K | 0.06% | 177 |
|
|
2022
Q3 | $327K | Buy |
5,322
+894
| +20% | +$54.9K | 0.02% | 317 |
|
|
2022
Q2 | $261K | Sell |
4,428
-866
| -16% | -$51K | 0.02% | 378 |
|
|
2022
Q1 | $300K | Buy |
+5,294
| New | +$300K | 0.02% | 423 |
|
|
2021
Q2 | – | Sell |
-3,187
| Closed | -$85K | – | 1316 |
|
|
2021
Q1 | $85K | Buy |
3,187
+338
| +12% | +$9.02K | ﹤0.01% | 650 |
|
|
2020
Q4 | $49K | Buy |
2,849
+299
| +12% | +$5.14K | ﹤0.01% | 769 |
|
|
2020
Q3 | $26K | Sell |
2,550
-793
| -24% | -$8.09K | ﹤0.01% | 822 |
|
|
2020
Q2 | $61K | Buy |
3,343
+478
| +17% | +$8.72K | 0.01% | 624 |
|
|
2020
Q1 | $45K | Sell |
2,865
-1,399
| -33% | -$22K | ﹤0.01% | 624 |
|
|
2019
Q4 | $176K | Sell |
4,264
-1,631
| -28% | -$67.3K | 0.02% | 343 |
|
|
2019
Q3 | $262K | Sell |
5,895
-2,220
| -27% | -$98.7K | 0.03% | 244 |
|
|
2019
Q2 | $408K | Buy |
8,115
+5,300
| +188% | +$266K | 0.05% | 195 |
|
|
2019
Q1 | $186K | Buy |
2,815
+860
| +44% | +$56.8K | 0.02% | 290 |
|
|
2018
Q4 | $120K | Sell |
1,955
-74
| -4% | -$4.54K | 0.02% | 346 |
|
|
2018
Q3 | $136K | Sell |
2,029
-15
| -0.7% | -$1.01K | 0.02% | 344 |
|
|
2018
Q2 | $160K | Buy |
2,044
+276
| +16% | +$21.6K | 0.02% | 314 |
|
|
2018
Q1 | $115K | Buy |
1,768
+132
| +8% | +$8.59K | 0.02% | 341 |
|
|
2017
Q4 | $120K | Buy |
1,636
+310
| +23% | +$22.7K | 0.02% | 308 |
|
|
2017
Q3 | $85K | Buy |
+1,326
| New | +$85K | 0.02% | 316 |
|