Valley National Advisers’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 | $9K | Sell |
229
-90
| -28% | -$3.54K | ﹤0.01% | 586 |
|
|
2025
Q1 | $15K | Buy |
319
+116
| +57% | +$5.46K | ﹤0.01% | 517 |
|
|
2024
Q4 | $10K | Hold |
203
| – | – | ﹤0.01% | 544 |
|
|
2024
Q3 | $10K | Sell |
203
-120
| -37% | -$5.91K | ﹤0.01% | 521 |
|
|
2024
Q2 | $20K | Sell |
323
-5
| -2% | -$310 | ﹤0.01% | 513 |
|
|
2024
Q1 | $21K | Buy |
328
+75
| +30% | +$4.8K | ﹤0.01% | 518 |
|
|
2023
Q4 | $15K | Buy |
253
+87
| +52% | +$5.16K | ﹤0.01% | 584 |
|
|
2023
Q3 | $11K | Buy |
166
+10
| +6% | +$663 | ﹤0.01% | 587 |
|
|
2023
Q2 | $10K | Hold |
156
| – | – | ﹤0.01% | 604 |
|
|
2023
Q1 | $10K | Buy |
156
+1
| +0.6% | +$64 | ﹤0.01% | 588 |
|
|
2022
Q4 | $9K | Hold |
155
| – | – | ﹤0.01% | 590 |
|
|
2022
Q3 | $11K | Buy |
155
+100
| +182% | +$7.1K | ﹤0.01% | 574 |
|
|
2022
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 726 |
|
|
2022
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 756 |
|
|
2021
Q4 | $2K | Hold |
55
| – | – | ﹤0.01% | 801 |
|
|
2021
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 778 |
|
|
2021
Q2 | $2K | Sell |
55
-25
| -31% | -$909 | ﹤0.01% | 795 |
|
|
2021
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 744 |
|
|
2020
Q4 | $1K | Hold |
80
| – | – | ﹤0.01% | 757 |
|
|
2020
Q3 | $1K | Hold |
80
| – | – | ﹤0.01% | 725 |
|
|
2020
Q2 | $1K | Hold |
80
| – | – | ﹤0.01% | 729 |
|
|
2020
Q1 | $1K | Buy |
80
+25
| +45% | +$313 | ﹤0.01% | 713 |
|
|
2019
Q4 | $2K | Sell |
55
-100
| -65% | -$3.64K | ﹤0.01% | 688 |
|
|
2019
Q3 | $7K | Hold |
155
| – | – | ﹤0.01% | 556 |
|
|
2019
Q2 | $8K | Sell |
155
-94
| -38% | -$4.85K | ﹤0.01% | 505 |
|
|
2019
Q1 | $16K | Buy |
249
+45
| +22% | +$2.89K | ﹤0.01% | 416 |
|
|
2018
Q4 | $13K | Buy |
204
+49
| +32% | +$3.12K | ﹤0.01% | 422 |
|
|
2018
Q3 | $13K | Sell |
155
-13
| -8% | -$1.09K | ﹤0.01% | 414 |
|
|
2018
Q2 | $14K | Buy |
168
+13
| +8% | +$1.08K | 0.01% | 381 |
|
|
2018
Q1 | $10K | Hold |
155
| – | – | ﹤0.01% | 405 |
|
|
2017
Q4 | $11K | Hold |
155
| – | – | ﹤0.01% | 400 |
|
|
2017
Q3 | $10K | Hold |
155
| – | – | ﹤0.01% | 406 |
|
|
2017
Q2 | $9K | Hold |
155
| – | – | ﹤0.01% | 417 |
|
|
2017
Q1 | $10K | Hold |
155
| – | – | ﹤0.01% | 408 |
|
|
2016
Q4 | $11K | Hold |
155
| – | – | 0.01% | 397 |
|
|
2016
Q3 | $11K | Hold |
155
| – | – | 0.01% | 376 |
|
|
2016
Q2 | $12K | Sell |
155
-48
| -24% | -$3.72K | 0.01% | 367 |
|
|
2016
Q1 | $14K | Buy |
203
+5
| +3% | +$345 | 0.01% | 345 |
|
|
2015
Q4 | $13K | Hold |
198
| – | – | 0.01% | 347 |
|
|
2015
Q3 | $13K | Hold |
198
| – | – | 0.01% | 345 |
|
|
2015
Q2 | $15K | Sell |
198
-8
| -4% | -$606 | 0.01% | 342 |
|
|
2015
Q1 | $15K | Buy |
206
+8
| +4% | +$583 | 0.01% | 332 |
|
|
2014
Q4 | $19K | Buy |
+198
| New | +$19K | 0.01% | 242 |
|