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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
649+ 6.76% |
$29.5K - $34.2K
|
10.2K
$446K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
500New |
$22.7K - $26.4K
|
500
$21.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-4- 15.38% |
$182 - $211
|
22
$958
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
44+ 18.97% |
$2K - $2.32K
|
276
$12K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-2.2K- 33.44% |
$99.9K - $116K
|
4.38K
$191K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
175+ 3.66% |
$7.95K - $9.22K
|
4.96K
$216K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.27K+ 53.48% |
$194K - $225K
|
12.3K
$534K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-571- 23.01% |
$26K - $30.1K
|
1.91K
$83.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
17+ 3.07% |
$773 - $896
|
570
$24.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
843+ 14.42% |
$38.3K - $44.4K
|
6.69K
$291K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.42K+ 21.98% |
$382K - $443K
|
46.7K
$2.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-470- 9.59% |
$21.4K - $24.8K
|
4.43K
$193K
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Management Advisors, LLC
|
BUY
|
- |
1.7K+ 1.4% |
$77.3K - $89.6K
|
123K
$5.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
10+ 0.15% |
$455 - $527
|
6.59K
$287K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.65K- 35.46% |
$74.9K - $86.8K
|
3K
$131K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
612+ 4.77% |
$27.8K - $32.3K
|
13.4K
$586K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
7+ 13.21% |
$318 - $369
|
60
$2.61K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-70- 35.0% |
$3.18K - $3.69K
|
130
$5.66K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
33+ 206.25% |
$1.5K - $1.74K
|
49
$2.13K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
331+ 45.16% |
$15K - $17.4K
|
1.06K
$46.3K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.8K- 2.29% |
$81.8K - $94.9K
|
76.8K
$3.34M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
928New |
$42.1K - $51.9K
|
928
$40.4K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
103K+ 6.74% |
$4.66M - $5.75M
|
1.63M
$70.9M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16K- 7.87% |
$726K - $895K
|
187K
$8.16M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.14K+ 17.78% |
$51.8K - $63.9K
|
7.57K
$330K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-79K- 6.57% |
$3.58M - $4.42M
|
1.12M
$48.9M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.01KClosed |
$182K - $224K
|
0
$0
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
109K+ 71.45% |
$4.93M - $6.08M
|
261K
$11.4M
|
|
|
May 16, 2025
Q4 2024
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
559KNew |
$25.4M - $31.2M
|
559K
$24.3M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
198KNew |
$8.96M - $11M
|
198K
$8.6M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
CALL |
1.5KNew |
$68K - $83.9K
|
1.5K
$65.3K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
12.6KNew |
$571K - $704K
|
12.6K
$549K
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
4.11KNew |
$186K - $230K
|
4.11K
$179K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
250New |
$11.3K - $14K
|
250
$10.9K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
869New |
$39.4K - $48.6K
|
869
$37.8K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1+ 0.02% |
$45.4 - $55.9
|
4.6K
$200K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
9New |
$408 - $503
|
9
$392
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
108New |
$4.9K - $6.04K
|
108
$4.7K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
242+ 60.5% |
$11K - $13.5K
|
642
$28K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4.4KNew |
$200K - $246K
|
4.4K
$192K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
105New |
$4.76K - $5.87K
|
105
$4.57K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 0.2% |
$90.7 - $112
|
985
$42.9K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.19K- 21.21% |
$99.3K - $122K
|
8.13K
$354K
|
|
|
Feb 21, 2025
Q4 2024
|
Red Jay Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-200KClosed |
$9.07M - $11.2M
|
0
$0
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
565New |
$25.6K - $31.6K
|
565
$24.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4.07K+ 92.45% |
$184K - $227K
|
8.47K
$369K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
49+ 1.21% |
$2.22K - $2.74K
|
4.1K
$178K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.14K+ 129.63% |
$415K - $511K
|
16.2K
$705K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
10KNew |
$454K - $559K
|
10K
$436K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
29.1KNew |
$1.32M - $1.63M
|
29.1K
$1.27M
|
|