Apella Capital’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 | $265K | Buy |
6,109
+520
| +9% | +$22.5K | 0.01% | 372 |
|
|
2025
Q1 | $225K | Buy |
5,589
+62
| +1% | +$2.49K | 0.01% | 361 |
|
|
2024
Q4 | $273K | Buy |
+5,527
| New | +$273K | 0.01% | 296 |
|
|
2024
Q3 | – | Sell |
-3,602
| Closed | -$220K | – | 325 |
|
|
2024
Q2 | $220K | Buy |
3,602
+211
| +6% | +$12.9K | 0.01% | 290 |
|
|
2024
Q1 | $232K | Buy |
+3,391
| New | +$232K | 0.01% | 269 |
|
|
2023
Q4 | – | Sell |
-3,366
| Closed | -$218K | – | 293 |
|
|
2023
Q3 | $218K | Buy |
+3,366
| New | +$218K | 0.02% | 244 |
|
|
2022
Q4 | $215K | Buy |
+3,420
| New | +$215K | 0.02% | 218 |
|