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 |
---|---|---|---|---|---|---|---|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-11.8K- 73.7% |
$730K - $891K
|
4.22K
$206K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
67New |
$4.14K - $5.05K
|
67
$3.27K
|
|
Jan 25, 2023
Q4 2022
|
Deltec Asset Management LLC
|
SELL
|
- |
-35.5K- 59.85% |
$2.19M - $2.68M
|
23.8K
$1.16M
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.65K- 3.79% |
$102K - $124K
|
41.9K
$2.05M
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
301New |
$18.6K - $22.7K
|
301
$14.7K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
66New |
$4.08K - $4.98K
|
66
$3.22K
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
10.8KNew |
$667K - $815K
|
10.8K
$527K
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
16+ 0.41% |
$989 - $1.21K
|
3.93K
$192K
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
3.51KNew |
$217K - $265K
|
3.51K
$171K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
27New |
$1.67K - $2.04K
|
27
$1.32K
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
229New |
$14.2K - $17.3K
|
229
$11.2K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
32New |
$1.98K - $2.41K
|
32
$1.56K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4New |
$247 - $302
|
4
$195
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
700+ 17.86% |
$43.3K - $52.8K
|
4.62K
$226K
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-1.58K- 30.95% |
$97.5K - $119K
|
3.52K
$172K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
534New |
$33K - $40.3K
|
534
$26.1K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
33New |
$2.04K - $2.49K
|
33
$1.61K
|
|
Jan 13, 2023
Q4 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
42.9KNew |
$2.65M - $3.24M
|
42.9K
$2.09M
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
70New |
$4.33K - $5.28K
|
70
$3.42K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.15K- 1.41% |
$71.1K - $86.8K
|
80.2K
$3.92M
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-4K- 35.71% |
$247K - $302K
|
7.2K
$352K
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-2.13K- 7.81% |
$131K - $160K
|
25.1K
$1.22M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-940- 24.9% |
$58.1K - $70.9K
|
2.84K
$138K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
71New |
$4.39K - $5.36K
|
71
$3.47K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
19New |
$1.17K - $1.43K
|
19
$928
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
39New |
$2.41K - $2.94K
|
39
$1.9K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
274New |
$16.9K - $20.7K
|
274
$13.4K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10New |
$618 - $754
|
10
$488
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.89% |
$61.8 - $75.4
|
54
$2.64K
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.12K- 7.34% |
$69.1K - $84.3K
|
14.1K
$689K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-26Closed |
$1.07K - $1.96K
|
0
$0
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-11.2K- 9.28% |
$459K - $842K
|
109K
$5.34M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-17- 0.24% |
$698 - $1.28K
|
7.19K
$351K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
143+ 6.65% |
$5.87K - $10.8K
|
2.29K
$112K
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-297- 6.24% |
$12.2K - $22.4K
|
4.47K
$218K
|
|
Nov 15, 2022
Q3 2022
|
Energy Opportunities Capital Management, LLC
Austin, TX |
SELL
|
- |
-140- 3.9% |
$5.75K - $10.5K
|
3.45K
$168K
|
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
470KNew |
$19.3M - $35.4M
|
470K
$23M
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
210+ 142.86% |
$8.62K - $15.8K
|
357
$17.4K
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
5.96KNew |
$245K - $449K
|
5.96K
$291K
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
647New |
$26.6K - $48.7K
|
647
$31.6K
|
|
Nov 14, 2022
Q3 2022
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-3K- 34.29% |
$123K - $226K
|
5.75K
$281K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
4KNew |
$164K - $301K
|
4K
$195K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
23+ 0.2% |
$944 - $1.73K
|
11.6K
$566K
|
|
Nov 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
6.08KNew |
$250K - $458K
|
6.08K
$297K
|
|
Nov 14, 2022
Q3 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
PUT |
-52.7K- 32.39% |
$2.16M - $3.97M
|
110K
$5.37M
|
|
Nov 14, 2022
Q3 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-11.6K- 70.57% |
$478K - $876K
|
4.86K
$237K
|
|
Nov 14, 2022
Q3 2022
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
7.25KNew |
$298K - $546K
|
7.25K
$354K
|
|
Nov 14, 2022
Q3 2022
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-95.9K- 93.15% |
$3.93M - $7.21M
|
7.05K
$344K
|
|
Nov 14, 2022
Q3 2022
|
Sir Capital Management, L.P.
New York, NY |
BUY
|
- |
110KNew |
$4.49M - $8.24M
|
110K
$5.35M
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
14.2K+ 76.69% |
$581K - $1.06M
|
32.6K
$1.59M
|