Badgley Phelps Wealth Managers’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 | $467K | Buy |
11,054
+2
| +0% | +$84 | 0.01% | 221 |
|
|
2025
Q1 | $548K | Buy |
11,052
+2
| +0% | +$99 | 0.01% | 207 |
|
|
2024
Q4 | $548K | Buy |
11,050
+84
| +0.8% | +$4.17K | 0.01% | 203 |
|
|
2024
Q3 | $568K | Buy |
10,966
+343
| +3% | +$17.8K | 0.01% | 199 |
|
|
2024
Q2 | $672K | Sell |
10,623
-680
| -6% | -$43K | 0.02% | 185 |
|
|
2024
Q1 | $737K | Sell |
11,303
-88
| -0.8% | -$5.74K | 0.02% | 179 |
|
|
2023
Q4 | $682K | Buy |
+11,391
| New | +$682K | 0.02% | 178 |
|