Annis Gardner Whiting Capital Advisors’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 | $17.6K | Buy |
417
+102
| +32% | +$4.3K | 0.01% | 589 |
|
2025
Q1 | $15.6K | Hold |
315
| – | – | 0.01% | 490 |
|
2024
Q4 | $15.6K | Sell |
315
-24
| -7% | -$1.19K | ﹤0.01% | 477 |
|
2024
Q3 | $17.6K | Sell |
339
-87
| -20% | -$4.51K | ﹤0.01% | 478 |
|
2024
Q2 | $27K | Sell |
426
-190
| -31% | -$12K | 0.01% | 508 |
|
2024
Q1 | $40.2K | Buy |
616
+10
| +2% | +$652 | 0.01% | 418 |
|
2023
Q4 | $36.3K | Buy |
606
+200
| +49% | +$12K | 0.02% | 337 |
|
2023
Q3 | $26.4K | Buy |
+406
| New | +$26.4K | 0.01% | 361 |
|