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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.27KNew |
$237K - $284K
|
4.27K
$204K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
51+ 6.48% |
$2.83K - $3.39K
|
838
$40.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
CALL |
1KNew |
$55.6K - $66.5K
|
1K
$47.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
1.27K+ 21.25% |
$70.5K - $84.4K
|
7.24K
$346K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.19% |
$55.6 - $66.5
|
512
$24.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
2.5K+ 62.5% |
$139K - $166K
|
6.5K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5+ 1.25% |
$278 - $333
|
405
$19.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.06% |
$55.6 - $66.5
|
1.75K
$83.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
59New |
$3.28K - $3.92K
|
59
$2.82K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
220New |
$12.2K - $14.6K
|
220
$10.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
CALL |
4KNew |
$222K - $266K
|
4K
$191K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-93- 5.46% |
$5.17K - $6.18K
|
1.61K
$77K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
350New |
$19.4K - $23.3K
|
350
$16.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Fosun International LTD
|
SELL
|
- |
-2K- 18.43% |
$111K - $133K
|
8.85K
$423K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
86New |
$4.78K - $5.72K
|
86
$4.11K
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
25.8KNew |
$1.43M - $1.71M
|
25.8K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-644- 12.49% |
$35.8K - $42.8K
|
4.51K
$216K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
4.41KNew |
$245K - $293K
|
4.41K
$211K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.65KNew |
$91.7K - $110K
|
1.65K
$78.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
171New |
$9.5K - $11.4K
|
171
$8.18K
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
272+ 2.1% |
$15.1K - $18.1K
|
13.2K
$633K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.04KNew |
$113K - $136K
|
2.04K
$97.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
3.99KNew |
$222K - $265K
|
3.99K
$191K
|
|
|
Feb 05, 2024
Q4 2023
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
BUY
|
- |
11.8K+ 251.17% |
$656K - $785K
|
16.5K
$789K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.76KNew |
$209K - $250K
|
3.76K
$180K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
5+ 1.2% |
$278 - $333
|
420
$20.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.51KNew |
$195K - $233K
|
3.51K
$168K
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-47K- 34.69% |
$2.61M - $3.13M
|
88.5K
$4.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Glenorchy Capital LTD
Boorolite, C3 |
BUY
|
CALL |
24KNew |
$1.33M - $1.6M
|
24K
$1.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-7.38K- 41.06% |
$410K - $490K
|
10.6K
$506K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
570New |
$31.7K - $37.9K
|
570
$27.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
43KNew |
$2.39M - $2.86M
|
43K
$2.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
5+ 0.2% |
$278 - $333
|
2.55K
$122K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
750+ 32.97% |
$41.7K - $49.9K
|
3.03K
$145K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-11.6K- 45.77% |
$647K - $774K
|
13.8K
$660K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
160New |
$8.89K - $10.6K
|
160
$7.65K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
861+ 10.39% |
$47.8K - $57.3K
|
9.15K
$438K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
95New |
$5.28K - $6.32K
|
95
$4.54K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 0.75% |
$111 - $133
|
269
$12.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-29K- 16.95% |
$1.61M - $1.93M
|
142K
$6.81M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1KNew |
$55.6K - $66.5K
|
1K
$47.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
25.5K+ 250.59% |
$1.42M - $1.7M
|
35.7K
$1.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
65.4K+ 73.15% |
$3.63M - $4.35M
|
155K
$7.41M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1K+ 200.0% |
$55.6K - $66.5K
|
1.5K
$71.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
145KNew |
$8.06M - $9.64M
|
145K
$6.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
2.91K+ 49.59% |
$162K - $193K
|
8.77K
$420K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-171- 4.74% |
$9.5K - $11.4K
|
3.44K
$164K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
474+ 8.86% |
$26.3K - $31.5K
|
5.83K
$279K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2New |
$111 - $133
|
2
$95.7
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-275- 2.1% |
$15.3K - $18.3K
|
12.8K
$613K
|