Atria Wealth Solutions’s Occidental Petroleum OXY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$208K	Sell	4,944 -6,905	-58%	-$289K	﹤0.01%	1373
2025 Q1	$585K	Sell	11,849 -13,410	-53%	-$655K	0.01%	1130
2024 Q4	$1.25M	Buy	25,259 +12,251	+94%	+$619K	0.01%	836
2024 Q3	$670K	Sell	13,008 -14,511	-53%	-$828K	0.01%	1094
2024 Q2	$1.74M	Buy	27,519 +176	+0.6%	+$11.3K	0.02%	676
2024 Q1	$1.78M	Sell	27,343 -3,023	-10%	-$181K	0.02%	678
2023 Q4	$1.81M	Buy	30,366 +1,180	+4%	+$72K	0.02%	639
2023 Q3	$1.89M	Buy	29,186 +358	+1%	+$22.5K	0.03%	577
2023 Q2	$1.7M	Buy	28,828 +3,583	+14%	+$215K	0.02%	621
2023 Q1	$1.58M	Sell	25,245 -1,552	-6%	-$96.4K	0.02%	623
2022 Q4	$1.69M	Buy	26,797 +978	+4%	+$66.6K	0.03%	576
2022 Q3	$1.59M	Buy	25,819 +18,112	+235%	+$1.16M	0.03%	562
2022 Q2	$454K	Buy	7,707 +2,260	+41%	+$139K	0.01%	1022
2022 Q1	$310K	Buy	+5,447	New	+$241K	0.01%	1302