Acorn Financial Advisory Services’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,288
| Closed | -$212K | – | 203 |
|
|
2025
Q1 | $212K | Hold |
4,288
| – | – | 0.04% | 181 |
|
|
2024
Q4 | $212K | Hold |
4,288
| – | – | 0.03% | 194 |
|
|
2024
Q3 | $221K | Hold |
4,288
| – | – | 0.04% | 190 |
|
|
2024
Q2 | $270K | Hold |
4,288
| – | – | 0.05% | 165 |
|
|
2024
Q1 | $279K | Buy |
4,288
+15
| +0.4% | +$975 | 0.05% | 169 |
|
|
2023
Q4 | $255K | Buy |
4,273
+43
| +1% | +$2.57K | 0.04% | 213 |
|
|
2023
Q3 | $274K | Hold |
4,230
| – | – | 0.05% | 203 |
|
|
2023
Q2 | $249K | Buy |
+4,230
| New | +$249K | 0.04% | 215 |
|