Purchases and Sales Made in Q3 2023 in Occidental Petroleum Corp (OXY)
This table provides information about the institutional ownership of Occidental Petroleum Corp (OXY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
98+ 2.54% |
$5.65K - $6.6K
|
3.95K
$200K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
91+ 1.56% |
$5.24K - $6.12K
|
5.92K
$300K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
84+ 1.62% |
$4.84K - $5.65K
|
5.27K
$267K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
82New |
$4.72K - $5.52K
|
82
$4.15K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
79+ 0.13% |
$4.55K - $5.32K
|
62.4K
$3.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
78New |
$4.49K - $5.25K
|
78
$3.95K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
78+ 1.12% |
$4.49K - $5.25K
|
7.07K
$358K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
75+ 0.8% |
$4.32K - $5.05K
|
9.44K
$478K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
71+ 1.24% |
$4.09K - $4.78K
|
5.79K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
70+ 0.04% |
$4.03K - $4.71K
|
164K
$8.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
68+ 0.63% |
$3.92K - $4.58K
|
10.9K
$551K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
67+ 4.1% |
$3.86K - $4.51K
|
1.7K
$86.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
65+ 1.46% |
$3.74K - $4.37K
|
4.52K
$229K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
65+ 0.3% |
$3.74K - $4.37K
|
21.9K
$1.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
64New |
$3.69K - $4.31K
|
64
$3.24K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
60+ 1.39% |
$3.46K - $4.04K
|
4.37K
$222K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
59+ 5.29% |
$3.4K - $3.97K
|
1.17K
$59.5K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
56+ 0.28% |
$3.23K - $3.77K
|
20.1K
$1.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
50New |
$2.88K - $3.37K
|
50
$2.53K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
50+ 0.43% |
$2.88K - $3.37K
|
11.7K
$590K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
48New |
$2.77K - $3.23K
|
48
$2.43K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 5.13% |
$2.65K - $3.1K
|
943
$47.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
44+ 2.93% |
$2.53K - $2.96K
|
1.55K
$78.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
42+ 48.28% |
$2.42K - $2.83K
|
129
$6.54K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
40+ 11.76% |
$2.3K - $2.69K
|
380
$19.3K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
40+ 1.03% |
$2.3K - $2.69K
|
3.94K
$200K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
39+ 0.93% |
$2.25K - $2.62K
|
4.24K
$215K
|
|
|
Nov 13, 2023
Q3 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
36+ 0.09% |
$2.07K - $2.42K
|
40.3K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
26+ 0.33% |
$1.5K - $1.75K
|
7.88K
$399K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
24+ 6.76% |
$1.38K - $1.62K
|
379
$19.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
23+ 0.15% |
$1.33K - $1.55K
|
15.2K
$770K
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
23+ 0.59% |
$1.33K - $1.55K
|
3.93K
$199K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
20+ 0.15% |
$1.15K - $1.35K
|
12.9K
$656K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
19+ 0.04% |
$1.09K - $1.28K
|
52.3K
$2.65M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19+ 24.05% |
$1.09K - $1.28K
|
98
$4.97K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
18+ 2.63% |
$1.04K - $1.21K
|
703
$35.6K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
18+ 2.63% |
$1.04K - $1.21K
|
703
$35.6K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 43.9% |
$1.04K - $1.21K
|
59
$2.99K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
12+ 0.24% |
$691 - $808
|
4.98K
$252K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11New |
$634 - $740
|
11
$557
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
11New |
$634 - $740
|
11
$557
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 11.36% |
$576 - $673
|
98
$4.97K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 6.41% |
$576 - $673
|
166
$8.41K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
10+ 500.0% |
$576 - $673
|
12
$608
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9+ 0.27% |
$518 - $606
|
3.33K
$169K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
9+ 0.13% |
$518 - $606
|
7.16K
$363K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8New |
$461 - $538
|
8
$405
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.16% |
$461 - $538
|
5.03K
$255K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
7+ 10.14% |
$403 - $471
|
76
$3.85K
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6+ 0.03% |
$346 - $404
|
21.6K
$1.09M
|