Van Hulzen Asset Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,406
| Closed | -$119K | – | 854 |
|
|
2024
Q4 | $119K | Buy |
+2,406
| New | +$119K | 0.01% | 372 |
|
|
2019
Q3 | – | Sell |
-4,474
| Closed | -$225K | – | 275 |
|
|
2019
Q2 | $225K | Sell |
4,474
-75,685
| -94% | -$3.81M | 0.05% | 236 |
|
|
2019
Q1 | $5.31M | Buy |
+80,159
| New | +$5.31M | 1.43% | 24 |
|
|
2018
Q4 | – | Sell |
-3,300
| Closed | -$271K | – | 238 |
|
|
2018
Q3 | $271K | Sell |
3,300
-1,385
| -30% | -$114K | 0.07% | 183 |
|
|
2018
Q2 | $392K | Sell |
4,685
-67,101
| -93% | -$5.61M | 0.12% | 120 |
|
|
2018
Q1 | $4.66M | Buy |
71,786
+23,575
| +49% | +$1.53M | 1.43% | 19 |
|
|
2017
Q4 | $3.55M | Buy |
48,211
+5,100
| +12% | +$376K | 1.08% | 29 |
|
|
2017
Q3 | $2.77M | Buy |
43,111
+4,010
| +10% | +$257K | 0.93% | 38 |
|
|
2017
Q2 | $2.34M | Buy |
39,101
+3,000
| +8% | +$180K | 0.93% | 40 |
|
|
2017
Q1 | $2.29M | Sell |
36,101
-4,840
| -12% | -$307K | 1.05% | 39 |
|
|
2016
Q4 | $2.92M | Buy |
40,941
+12,336
| +43% | +$879K | 1.35% | 26 |
|
|
2016
Q3 | $2.09M | Buy |
+28,605
| New | +$2.09M | 1.13% | 34 |
|
|
2015
Q3 | – | Sell |
-30,501
| Closed | -$2.37M | – | 164 |
|
|
2015
Q2 | $2.37M | Buy |
30,501
+599
| +2% | +$46.5K | 1.28% | 26 |
|
|
2015
Q1 | $2.18M | Sell |
29,902
-4,677
| -14% | -$341K | 1.33% | 23 |
|
|
2014
Q4 | $2.78M | Sell |
34,579
-1,179
| -3% | -$94.9K | 1.93% | 15 |
|
|
2014
Q3 | $3.29M | Sell |
35,758
-31
| -0.1% | -$2.86K | 3.34% | 6 |
|
|
2014
Q2 | $3.52M | Sell |
35,789
-622
| -2% | -$61.2K | 3.02% | 7 |
|
|
2014
Q1 | $3.32M | Buy |
+36,411
| New | +$3.32M | 3.36% | 4 |
|