Alera Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$327K Buy
6,352
+2,584
+69% +$133K 0.04% 195
2024
Q2
$237K Buy
+3,768
New +$237K 0.03% 230
2019
Q2
Sell
-327
Closed -$22K 724
2019
Q1
$22K Buy
327
+72
+28% +$4.84K 0.01% 273
2018
Q4
$16K Buy
+255
New +$16K 0.01% 336