Latest Institutional Purchases of Occidental Petroleum Corp (OXY)
This list provides information on the latest institutional transactions involving Occidental Petroleum Corp (OXY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
CALL |
1.73KNew |
$97.4K - $113K
|
1.73K
$87.8K
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.29K+ 8.39% |
$72.6K - $83.9K
|
16.7K
$845K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.15K+ 33.83% |
$64.4K - $74.5K
|
4.53K
$230K
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
1.03K+ 147.06% |
$57.6K - $66.6K
|
1.72K
$87.3K
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
1KNew |
$56.2K - $65K
|
1K
$50.7K
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
940+ 20.81% |
$52.8K - $61.1K
|
5.46K
$277K
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
829+ 13.57% |
$46.6K - $53.9K
|
6.94K
$352K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
672New |
$37.8K - $43.7K
|
672
$34.1K
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
600New |
$33.7K - $39K
|
600
$30.4K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
566+ 8.54% |
$31.8K - $36.8K
|
7.19K
$365K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
526New |
$29.6K - $34.2K
|
526
$26.7K
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
500+ 18.04% |
$28.1K - $32.5K
|
3.27K
$166K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
367+ 6.51% |
$20.6K - $23.9K
|
6.01K
$304K
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
264+ 5.21% |
$14.8K - $17.2K
|
5.33K
$270K
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
253New |
$14.2K - $16.4K
|
253
$12.8K
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
167+ 75.23% |
$9.39K - $10.9K
|
389
$19.7K
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
139+ 3.5% |
$7.81K - $9.03K
|
4.11K
$208K
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
136+ 0.55% |
$7.65K - $8.84K
|
25K
$1.26M
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
121New |
$6.8K - $7.86K
|
121
$6.13K
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$5.62K - $6.5K
|
100
$5.07K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
82New |
$4.61K - $5.33K
|
82
$4.15K
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
64+ 1.35% |
$3.6K - $4.16K
|
4.79K
$243K
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
54+ 0.57% |
$3.04K - $3.51K
|
9.55K
$484K
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
43New |
$2.42K - $2.79K
|
43
$2.18K
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
31+ 0.07% |
$1.74K - $2.01K
|
43.9K
$2.22M
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
25+ 0.22% |
$1.41K - $1.62K
|
11.6K
$588K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15+ 750.0% |
$843 - $975
|
17
$861
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
15+ 0.35% |
$843 - $975
|
4.29K
$217K
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
14+ 0.31% |
$787 - $910
|
4.6K
$233K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
13+ 1.19% |
$731 - $845
|
1.11K
$56.1K
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
12+ 0.33% |
$675 - $780
|
3.63K
$184K
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
10+ 0.25% |
$562 - $650
|
4.01K
$203K
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
BUY
|
- |
5New |
$281 - $325
|
5
$253
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5+ 45.45% |
$281 - $325
|
16
$811
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
3+ 0.02% |
$169 - $195
|
13.3K
$672K
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 6.67% |
$56.2 - $65
|
16
$811
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
168KNew |
$9.3M - $11.1M
|
168K
$8.49M
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
145KNew |
$8.06M - $9.64M
|
145K
$7.35M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
97KNew |
$5.39M - $6.45M
|
97K
$4.91M
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
65.4K+ 73.15% |
$3.63M - $4.35M
|
155K
$7.85M
|
|
Feb 20, 2024
Q4 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
CALL |
50KNew |
$2.78M - $3.33M
|
50K
$2.53M
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
CALL |
48.3KNew |
$2.68M - $3.21M
|
48.3K
$2.45M
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
43.8K+ 433.66% |
$2.43M - $2.91M
|
53.9K
$2.73M
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
43KNew |
$2.39M - $2.86M
|
43K
$2.18M
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
38KNew |
$2.11M - $2.53M
|
38K
$1.93M
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
26.9KNew |
$1.5M - $1.79M
|
26.9K
$1.36M
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
25.8KNew |
$1.43M - $1.71M
|
25.8K
$1.31M
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
25.5K+ 250.59% |
$1.42M - $1.7M
|
35.7K
$1.81M
|
|
Feb 01, 2024
Q4 2023
|
Glenorchy Capital LTD
Boorolite, C3 |
BUY
|
CALL |
24KNew |
$1.33M - $1.6M
|
24K
$1.22M
|