Purchases and Sales Made in Q1 2023 in Occidental Petroleum Corp (OXY)
This table provides information about the institutional ownership of Occidental Petroleum Corp (OXY) during Q1 2023. The information is specifically focused on institutions that hold shares of OCCIDENTAL PETROLEUM CORP .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
108+ 2.58% |
$6.13K - $7.25K
|
4.3K
$222K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
105New |
$5.96K - $7.04K
|
105
$5.41K
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
104+ 2.12% |
$5.91K - $6.98K
|
5K
$258K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
101+ 27.15% |
$5.74K - $6.78K
|
473
$24.4K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
101+ 2.72% |
$5.74K - $6.78K
|
3.82K
$197K
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
100+ 2.06% |
$5.68K - $6.71K
|
4.97K
$256K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100New |
$5.68K - $6.71K
|
100
$5.16K
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
90+ 0.34% |
$5.11K - $6.04K
|
26.7K
$1.38M
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
85+ 3.1% |
$4.83K - $5.7K
|
2.83K
$146K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
84+ 1.27% |
$4.77K - $5.64K
|
6.68K
$344K
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
82New |
$4.66K - $5.5K
|
82
$4.23K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
81New |
$4.6K - $5.43K
|
81
$4.18K
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
80+ 1.73% |
$4.54K - $5.37K
|
4.71K
$243K
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
78+ 0.61% |
$4.43K - $5.23K
|
12.8K
$658K
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
69+ 55.65% |
$3.92K - $4.63K
|
193
$9.95K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
68+ 1.21% |
$3.86K - $4.56K
|
5.69K
$293K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
67+ 0.29% |
$3.81K - $4.5K
|
22.9K
$1.18M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
61+ 0.65% |
$3.46K - $4.09K
|
9.44K
$487K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
58+ 45.31% |
$3.29K - $3.89K
|
186
$9.59K
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
55+ 1.19% |
$3.12K - $3.69K
|
4.69K
$242K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
54New |
$3.07K - $3.62K
|
54
$2.78K
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
52New |
$2.95K - $3.49K
|
52
$2.68K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
51+ 1.54% |
$2.9K - $3.42K
|
3.35K
$173K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
49+ 87.5% |
$2.78K - $3.29K
|
105
$5.41K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
44+ 1.05% |
$2.5K - $2.95K
|
4.24K
$219K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
41New |
$2.33K - $2.75K
|
41
$2.11K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
41+ 7.92% |
$2.33K - $2.75K
|
559
$28.8K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
40New |
$2.27K - $2.68K
|
40
$2.06K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
40+ 0.99% |
$2.27K - $2.68K
|
4.07K
$210K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
36+ 0.9% |
$2.04K - $2.42K
|
4.02K
$207K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
36+ 0.94% |
$2.04K - $2.42K
|
3.88K
$200K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 5.19% |
$1.99K - $2.35K
|
710
$36.6K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
34New |
$1.93K - $2.28K
|
34
$1.75K
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
34+ 1.02% |
$1.93K - $2.28K
|
3.36K
$173K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
32New |
$1.82K - $2.15K
|
32
$1.65K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
31New |
$1.76K - $2.08K
|
31
$1.6K
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
31+ 0.49% |
$1.76K - $2.08K
|
6.34K
$327K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
26New |
$1.48K - $1.74K
|
26
$1.34K
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
25+ 16.67% |
$1.42K - $1.68K
|
175
$9.02K
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
25+ 0.68% |
$1.42K - $1.68K
|
3.73K
$192K
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
23+ 0.05% |
$1.31K - $1.54K
|
49K
$2.53M
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
23+ 10.45% |
$1.31K - $1.54K
|
243
$12.5K
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
BUY
|
- |
23+ 0.53% |
$1.31K - $1.54K
|
4.4K
$227K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
22+ 0.02% |
$1.25K - $1.48K
|
107K
$5.5M
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
21+ 55.26% |
$1.19K - $1.41K
|
59
$3.04K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
20New |
$1.14K - $1.34K
|
20
$1.03K
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
17+ 0.12% |
$966 - $1.14K
|
14.2K
$733K
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
17+ 53.13% |
$966 - $1.14K
|
49
$2.53K
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
17+ 0.16% |
$966 - $1.14K
|
10.8K
$558K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
15New |
$852 - $1.01K
|
15
$773
|