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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-300- 5.93% |
$17.8K - $20.8K
|
4.76K
$233K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
135+ 3.54% |
$8.03K - $9.35K
|
3.95K
$193K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-186- 5.13% |
$11.1K - $12.9K
|
3.44K
$168K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
290New |
$17.2K - $20.1K
|
290
$14.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
57New |
$3.39K - $3.95K
|
57
$2.79K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
575+ 12.08% |
$34.2K - $39.8K
|
5.33K
$261K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-512- 10.63% |
$30.5K - $35.5K
|
4.31K
$211K
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-150- 4.07% |
$8.92K - $10.4K
|
3.54K
$173K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-152- 2.89% |
$9.04K - $10.5K
|
5.11K
$250K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
290+ 1.84% |
$17.2K - $20.1K
|
16.1K
$787K
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
585+ 5.18% |
$34.8K - $40.5K
|
11.9K
$581K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-547- 45.85% |
$32.5K - $37.9K
|
646
$31.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Aquila Investment Management LLC
|
BUY
|
- |
8K+ 33.33% |
$476K - $554K
|
32K
$1.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-1K- 44.72% |
$59.5K - $69.3K
|
1.24K
$60.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-91- 2.61% |
$5.41K - $6.3K
|
3.39K
$166K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-56- 40.29% |
$3.33K - $3.88K
|
83
$4.06K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-763- 0.62% |
$45.4K - $52.8K
|
123K
$6M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
328New |
$19.5K - $22.7K
|
328
$16K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-80- 0.81% |
$4.76K - $5.54K
|
9.75K
$477K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-16.2K- 82.8% |
$961K - $1.12M
|
3.36K
$164K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-400- 21.32% |
$23.8K - $27.7K
|
1.48K
$72.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
300New |
$17.8K - $20.8K
|
300
$14.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
137+ 4.04% |
$8.15K - $9.49K
|
3.53K
$173K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
200New |
$11.9K - $13.9K
|
200
$9.78K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
646+ 14.47% |
$38.4K - $44.7K
|
5.11K
$250K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-301- 1.71% |
$17.9K - $20.8K
|
17.3K
$848K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
30+ 18.18% |
$1.78K - $2.08K
|
195
$9.54K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.44KNew |
$502K - $585K
|
8.44K
$413K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-28- 21.54% |
$1.67K - $1.94K
|
102
$4.99K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-551- 9.66% |
$32.8K - $38.2K
|
5.15K
$252K
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-84- 2.27% |
$5K - $5.82K
|
3.62K
$177K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.39KNew |
$82.9K - $96.5K
|
1.39K
$68.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
3+ 0.05% |
$178 - $208
|
5.6K
$274K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.7K- 14.79% |
$160K - $187K
|
15.5K
$760K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
619+ 6.77% |
$36.8K - $42.9K
|
9.76K
$478K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-867- 18.1% |
$51.6K - $60K
|
3.92K
$192K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200New |
$11.9K - $13.9K
|
200
$9.78K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-50- 86.21% |
$2.97K - $3.46K
|
8
$391
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1New |
$59.5 - $69.3
|
1
$48.9
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-443- 66.62% |
$26.3K - $30.7K
|
222
$10.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.75K- 2.56% |
$104K - $121K
|
66.8K
$3.27M
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
100New |
$5.62K - $6.5K
|
100
$4.89K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
136K+ 30.64% |
$7.65M - $8.84M
|
580K
$28.4M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.13KNew |
$176K - $204K
|
3.13K
$153K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
9.49K+ 31.32% |
$534K - $617K
|
39.8K
$1.95M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3K+ 480.0% |
$169K - $195K
|
3.63K
$177K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
940+ 20.81% |
$52.8K - $61.1K
|
5.46K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3.1KNew |
$174K - $202K
|
3.1K
$152K
|
|
|
May 15, 2024
Q1 2024
|
Covalis Capital LLP
London, X0 |
SELL
|
- |
-98.9K- 46.3% |
$5.56M - $6.42M
|
115K
$5.61M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
BUY
|
- |
5New |
$281 - $325
|
5
$245
|
|