Latest Institutional Transactions on Occidental Petroleum Corp (OXY)
This table provides information on the latest institutional transactions involving Occidental Petroleum Corp (OXY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.13K+ 1.15% |
$67.3K - $78.4K
|
99.6K
$5.14M
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-473- 10.82% |
$28.1K - $32.8K
|
3.9K
$201K
|
|
Jul 15, 2024
Q2 2024
|
Asset Management Advisors, LLC
|
BUY
|
- |
725+ 0.62% |
$43.1K - $50.2K
|
117K
$6.06M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.44KNew |
$502K - $585K
|
8.44K
$435K
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.56K- 22.07% |
$92.6K - $108K
|
5.5K
$284K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-28- 21.54% |
$1.67K - $1.94K
|
102
$5.26K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
150+ 1.81% |
$8.92K - $10.4K
|
8.44K
$435K
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-551- 9.66% |
$32.8K - $38.2K
|
5.15K
$266K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 3.06% |
$595 - $693
|
337
$17.4K
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
17.4KNew |
$1.03M - $1.2M
|
17.4K
$897K
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-84- 2.27% |
$5K - $5.82K
|
3.62K
$187K
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8- 0.21% |
$476 - $554
|
3.86K
$199K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-186K- 89.6% |
$11.1M - $12.9M
|
21.6K
$1.12M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.39KNew |
$82.9K - $96.5K
|
1.39K
$71.9K
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.74K- 17.46% |
$282K - $328K
|
22.4K
$1.15M
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-2- 0.03% |
$119 - $139
|
5.93K
$306K
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-113K- 73.09% |
$6.74M - $7.85M
|
41.7K
$2.15M
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
3+ 0.05% |
$178 - $208
|
5.6K
$289K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.07K- 20.85% |
$183K - $213K
|
11.7K
$601K
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-5.31K- 53.18% |
$316K - $367K
|
4.67K
$241K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.7K- 14.79% |
$160K - $187K
|
15.5K
$801K
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
13+ 0.33% |
$773 - $900
|
3.96K
$204K
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
211+ 6.22% |
$12.6K - $14.6K
|
3.6K
$186K
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.22K- 3.87% |
$132K - $154K
|
55.2K
$2.85M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
600+ 15.83% |
$35.7K - $41.6K
|
4.39K
$226K
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
60+ 46.15% |
$3.57K - $4.16K
|
190
$9.8K
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-16.8K- 0.47% |
$998K - $1.16M
|
3.57M
$184M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
619+ 6.77% |
$36.8K - $42.9K
|
9.76K
$503K
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-2K- 4.82% |
$119K - $139K
|
39.5K
$2.04M
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-867- 18.1% |
$51.6K - $60K
|
3.92K
$202K
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
15+ 8.57% |
$892 - $1.04K
|
190
$9.8K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200New |
$11.9K - $13.9K
|
200
$10.3K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.76K- 6.96% |
$104K - $122K
|
23.4K
$1.21M
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-197- 0.9% |
$11.7K - $13.6K
|
21.7K
$1.12M
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-50- 86.21% |
$2.97K - $3.46K
|
8
$412
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1New |
$59.5 - $69.3
|
1
$51.6
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
280New |
$16.7K - $19.4K
|
280
$14.4K
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-443- 66.62% |
$26.3K - $30.7K
|
222
$11.4K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.75K- 2.56% |
$104K - $121K
|
66.8K
$3.45M
|
|
Q1 2024 | |||||||
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.13KNew |
$176K - $204K
|
3.13K
$162K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-763- 40.39% |
$42.9K - $49.6K
|
1.13K
$58.1K
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.1K+ 33.28% |
$118K - $136K
|
8.41K
$434K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.33K- 6.89% |
$74.5K - $86.2K
|
17.9K
$924K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.28M+ 13.76% |
$72M - $83.2M
|
10.6M
$546M
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-15- 0.17% |
$843 - $975
|
8.61K
$444K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-47- 0.63% |
$2.64K - $3.05K
|
7.43K
$383K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
9.49K+ 31.32% |
$534K - $617K
|
39.8K
$2.05M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.28KNew |
$185K - $213K
|
3.28K
$169K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
761+ 10.4% |
$42.8K - $49.5K
|
8.08K
$417K
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.02K+ 6.13% |
$57.5K - $66.5K
|
17.7K
$913K
|