Arkadios Wealth 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 | $1.72M | Buy |
40,892
+2,424
| +6% | +$102K | 0.05% | 382 |
|
|
2025
Q1 | $1.9M | Buy |
38,468
+6,149
| +19% | +$304K | 0.07% | 295 |
|
|
2024
Q4 | $1.6M | Buy |
32,319
+2,656
| +9% | +$131K | 0.09% | 225 |
|
|
2024
Q3 | $1.53M | Sell |
29,663
-9,767
| -25% | -$503K | 0.09% | 234 |
|
|
2024
Q2 | $2.49M | Buy |
39,430
+24,911
| +172% | +$1.57M | 0.17% | 132 |
|
|
2024
Q1 | $944K | Buy |
14,519
+98
| +0.7% | +$6.37K | 0.07% | 248 |
|
|
2023
Q4 | $861K | Sell |
14,421
-1,441
| -9% | -$86K | 0.07% | 250 |
|
|
2023
Q3 | $1.03M | Buy |
15,862
+12,242
| +338% | +$794K | 0.1% | 204 |
|
|
2023
Q2 | $213K | Sell |
3,620
-248
| -6% | -$14.6K | 0.02% | 565 |
|
|
2023
Q1 | $241K | Buy |
3,868
+213
| +6% | +$13.3K | 0.03% | 505 |
|
|
2022
Q4 | $230K | Buy |
+3,655
| New | +$230K | 0.03% | 476 |
|
|
2021
Q4 | – | Sell |
-1,759
| Closed | -$52K | – | 1390 |
|
|
2021
Q3 | $52K | Buy |
1,759
+724
| +70% | +$21.4K | 0.01% | 864 |
|
|
2021
Q2 | $32K | Buy |
1,035
+721
| +230% | +$22.3K | ﹤0.01% | 1099 |
|
|
2021
Q1 | $8K | Buy |
314
+39
| +14% | +$994 | ﹤0.01% | 1254 |
|
|
2020
Q4 | $4K | Sell |
275
-324
| -54% | -$4.71K | ﹤0.01% | 1161 |
|
|
2020
Q3 | $6.05K | Buy |
599
+143
| +31% | +$1.44K | ﹤0.01% | 823 |
|
|
2020
Q2 | $7.61K | Sell |
456
-4,380
| -91% | -$73.1K | ﹤0.01% | 719 |
|
|
2020
Q1 | $56K | Buy |
4,836
+101
| +2% | +$1.17K | 0.04% | 322 |
|
|
2019
Q4 | $199K | Buy |
+4,735
| New | +$199K | 0.12% | 153 |
|