Avestar 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
Q1 | – | Sell |
-4,546
| Closed | -$225K | – | 465 |
|
|
2024
Q4 | $225K | Buy |
+4,546
| New | +$225K | 0.02% | 416 |
|
|
2024
Q3 | – | Sell |
-4,465
| Closed | -$281K | – | 447 |
|
|
2024
Q2 | $281K | Buy |
4,465
+353
| +9% | +$22.3K | 0.03% | 316 |
|
|
2024
Q1 | $267K | Buy |
4,112
+673
| +20% | +$43.7K | 0.03% | 337 |
|
|
2023
Q4 | $206K | Buy |
3,439
+353
| +11% | +$21.1K | 0.02% | 332 |
|
|
2023
Q3 | $200K | Buy |
+3,086
| New | +$200K | 0.03% | 305 |
|
|
2019
Q3 | – | Sell |
-72
| Closed | -$2K | – | 636 |
|
|
2019
Q2 | $2K | Sell |
72
-232
| -76% | -$6.44K | ﹤0.01% | 696 |
|
|
2019
Q1 | $17K | Sell |
304
-36
| -11% | -$2.01K | 0.01% | 396 |
|
|
2018
Q4 | $18K | Sell |
340
-77
| -18% | -$4.08K | 0.01% | 352 |
|
|
2018
Q3 | $30K | Hold |
417
| – | – | 0.02% | 323 |
|
|
2018
Q2 | $31K | Sell |
417
-75
| -15% | -$5.58K | 0.02% | 314 |
|
|
2018
Q1 | $26K | Sell |
492
-208
| -30% | -$11K | 0.02% | 301 |
|
|
2017
Q4 | $46K | Buy |
+700
| New | +$46K | 0.03% | 259 |
|