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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
566+ 8.54% |
$31.8K - $36.8K
|
7.19K
$308K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-312- 9.08% |
$17.5K - $20.3K
|
3.12K
$134K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-219- 4.94% |
$12.3K - $14.2K
|
4.21K
$180K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
13+ 1.19% |
$731 - $845
|
1.11K
$47.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-860- 50.0% |
$48.3K - $55.9K
|
860
$36.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.31KNew |
$186K - $215K
|
3.31K
$142K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-6.14K- 55.38% |
$345K - $399K
|
4.95K
$211K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
12+ 0.33% |
$675 - $780
|
3.63K
$155K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-263- 85.39% |
$14.8K - $17.1K
|
45
$1.92K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.12KNew |
$175K - $203K
|
3.12K
$133K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
526New |
$29.6K - $34.2K
|
526
$22.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-25.8K- 38.31% |
$1.45M - $1.68M
|
41.6K
$1.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-9.89K- 68.22% |
$556K - $643K
|
4.61K
$197K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.29K+ 8.39% |
$72.6K - $83.9K
|
16.7K
$713K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-85- 2.49% |
$4.78K - $5.52K
|
3.32K
$142K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-10- 4.76% |
$562 - $650
|
200
$8.55K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-175- 4.87% |
$9.84K - $11.4K
|
3.42K
$146K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
253New |
$14.2K - $16.4K
|
253
$10.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
139+ 3.5% |
$7.81K - $9.03K
|
4.11K
$176K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.15K+ 33.83% |
$64.4K - $74.5K
|
4.53K
$194K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-25.5K- 99.36% |
$1.43M - $1.66M
|
165
$7.06K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-200K- 94.03% |
$11.2M - $13M
|
12.7K
$543K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
27KNew |
$1.52M - $1.76M
|
27K
$1.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-10.9K- 31.3% |
$614K - $710K
|
24K
$1.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-67.7K- 85.75% |
$3.81M - $4.4M
|
11.3K
$481K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
43New |
$2.42K - $2.79K
|
43
$1.84K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
3.54KNew |
$199K - $230K
|
3.54K
$151K
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-58- 1.39% |
$3.26K - $3.77K
|
4.11K
$176K
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.59K+ 50.47% |
$202K - $233K
|
10.7K
$457K
|
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
BUY
|
CALL |
390KNew |
$21.9M - $25.3M
|
390K
$16.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
600New |
$33.7K - $39K
|
600
$25.7K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-43- 55.13% |
$2.42K - $2.79K
|
35
$1.5K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
54+ 0.57% |
$3.04K - $3.51K
|
9.55K
$408K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
5.2KNew |
$293K - $338K
|
5.2K
$223K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-79- 94.05% |
$4.44K - $5.13K
|
5
$214
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 1.27% |
$56.2 - $65
|
78
$3.34K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
3.52KNew |
$198K - $229K
|
3.52K
$150K
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
BUY
|
- |
9.11KNew |
$512K - $592K
|
9.11K
$390K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
BUY
|
- |
5K+ 50.0% |
$281K - $325K
|
15K
$641K
|
|
| Q4 2023 | |||||||
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
13.3K+ 21.37% |
$741K - $887K
|
75.7K
$3.24M
|
|
|
Aug 13, 2025
Q4 2023
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
CALL |
23KNew |
$1.28M - $1.53M
|
23K
$983K
|
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
258New |
$14.3K - $17.2K
|
258
$11K
|
|
|
Aug 19, 2024
Q4 2023
|
Old Well Partners, LLC
Charlotte, NC |
BUY
|
- |
1.8K+ 9.63% |
$100K - $120K
|
20.5K
$877K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-7.96K- 64.47% |
$442K - $529K
|
4.39K
$188K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
200New |
$11.1K - $13.3K
|
200
$8.55K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-189- 22.45% |
$10.5K - $12.6K
|
653
$27.9K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
114New |
$6.33K - $7.58K
|
114
$4.87K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10New |
$556 - $665
|
10
$428
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
26.9KNew |
$1.5M - $1.79M
|
26.9K
$1.15M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
50New |
$2.78K - $3.33K
|
50
$2.14K
|
|