Alliance Wealth Advisors (Utah)’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 | $472K | Buy |
11,227
+3,432
| +44% | +$144K | 0.11% | 170 |
|
2025
Q1 | $385K | Buy |
7,795
+331
| +4% | +$16.3K | 0.1% | 187 |
|
2024
Q4 | $369K | Buy |
7,464
+399
| +6% | +$19.7K | 0.1% | 195 |
|
2024
Q3 | $364K | Buy |
7,065
+1,380
| +24% | +$71.1K | 0.1% | 183 |
|
2024
Q2 | $358K | Buy |
5,685
+241
| +4% | +$15.2K | 0.11% | 175 |
|
2024
Q1 | $354K | Buy |
5,444
+2,042
| +60% | +$133K | 0.11% | 178 |
|
2023
Q4 | $203K | Buy |
+3,402
| New | +$203K | 0.07% | 226 |
|