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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
25.8KNew |
$1.43M - $1.71M
|
25.8K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-644- 12.49% |
$35.8K - $42.8K
|
4.51K
$221K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
4.41KNew |
$245K - $293K
|
4.41K
$216K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.65KNew |
$91.7K - $110K
|
1.65K
$80.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
171New |
$9.5K - $11.4K
|
171
$8.37K
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
272+ 2.1% |
$15.1K - $18.1K
|
13.2K
$648K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.04KNew |
$113K - $136K
|
2.04K
$99.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
3.99KNew |
$222K - $265K
|
3.99K
$195K
|
|
|
Feb 05, 2024
Q4 2023
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
BUY
|
- |
11.8K+ 251.17% |
$656K - $785K
|
16.5K
$807K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.76KNew |
$209K - $250K
|
3.76K
$184K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
5+ 1.2% |
$278 - $333
|
420
$20.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.51KNew |
$195K - $233K
|
3.51K
$172K
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-47K- 34.69% |
$2.61M - $3.13M
|
88.5K
$4.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Glenorchy Capital LTD
Boorolite, C3 |
BUY
|
CALL |
24KNew |
$1.33M - $1.6M
|
24K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-7.38K- 41.06% |
$410K - $490K
|
10.6K
$518K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
570New |
$31.7K - $37.9K
|
570
$27.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
43KNew |
$2.39M - $2.86M
|
43K
$2.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
5+ 0.2% |
$278 - $333
|
2.55K
$125K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
750+ 32.97% |
$41.7K - $49.9K
|
3.03K
$148K
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-50- 1.01% |
$2.78K - $3.33K
|
4.89K
$239K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-11.6K- 45.77% |
$647K - $774K
|
13.8K
$675K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
160New |
$8.89K - $10.6K
|
160
$7.83K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
861+ 10.39% |
$47.8K - $57.3K
|
9.15K
$448K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
95New |
$5.28K - $6.32K
|
95
$4.65K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 0.75% |
$111 - $133
|
269
$13.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-29K- 16.95% |
$1.61M - $1.93M
|
142K
$6.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1KNew |
$55.6K - $66.5K
|
1K
$48.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
25.5K+ 250.59% |
$1.42M - $1.7M
|
35.7K
$1.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
65.4K+ 73.15% |
$3.63M - $4.35M
|
155K
$7.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1K+ 200.0% |
$55.6K - $66.5K
|
1.5K
$73.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
145KNew |
$8.06M - $9.64M
|
145K
$7.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
2.91K+ 49.59% |
$162K - $193K
|
8.77K
$429K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-171- 4.74% |
$9.5K - $11.4K
|
3.44K
$168K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
474+ 8.86% |
$26.3K - $31.5K
|
5.83K
$285K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2New |
$111 - $133
|
2
$97.8
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-275- 2.1% |
$15.3K - $18.3K
|
12.8K
$627K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
26+ 0.78% |
$1.44K - $1.73K
|
3.36K
$164K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
270+ 0.73% |
$15K - $18K
|
37K
$1.81M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.2KNew |
$66.7K - $79.8K
|
1.2K
$58.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
500+ 20.0% |
$27.8K - $33.3K
|
3K
$147K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-959- 20.39% |
$53.3K - $63.8K
|
3.74K
$183K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
413+ 206.5% |
$22.9K - $27.5K
|
613
$30K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.92KNew |
$273K - $327K
|
4.92K
$241K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
28New |
$1.56K - $1.86K
|
28
$1.37K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.65KNew |
$203K - $243K
|
3.65K
$179K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
585New |
$32.5K - $38.9K
|
585
$28.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
569+ 0.33% |
$31.6K - $37.8K
|
174K
$8.54M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-43- 24.86% |
$2.39K - $2.86K
|
130
$6.36K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.42KNew |
$190K - $228K
|
3.42K
$167K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.37K- 27.88% |
$75.8K - $90.8K
|
3.53K
$173K
|