Bartlett & Co Wealth Management’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 | $73.4K | Hold |
1,737
| – | – | ﹤0.01% | 602 |
|
|
2025
Q1 | $86.1K | Buy |
1,737
+1,635
| +1,603% | +$81.1K | ﹤0.01% | 566 |
|
|
2024
Q4 | $5.06K | Hold |
102
| – | – | ﹤0.01% | 972 |
|
|
2024
Q3 | $5.28K | Hold |
102
| – | – | ﹤0.01% | 972 |
|
|
2024
Q2 | $6.46K | Sell |
102
-28
| -22% | -$1.77K | ﹤0.01% | 964 |
|
|
2024
Q1 | $8.48K | Hold |
130
| – | – | ﹤0.01% | 927 |
|
|
2023
Q4 | $7.82K | Sell |
130
-43
| -25% | -$2.59K | ﹤0.01% | 1035 |
|
|
2023
Q3 | $11.3K | Hold |
173
| – | – | ﹤0.01% | 914 |
|
|
2023
Q2 | $10.2K | Hold |
173
| – | – | ﹤0.01% | 924 |
|
|
2023
Q1 | $10.8K | Sell |
173
-72
| -29% | -$4.51K | ﹤0.01% | 812 |
|
|
2022
Q4 | $15.5K | Buy |
245
+100
| +69% | +$6.31K | ﹤0.01% | 767 |
|
|
2022
Q3 | $8.93K | Hold |
145
| – | – | ﹤0.01% | 840 |
|
|
2022
Q2 | $8.58K | Buy |
145
+43
| +42% | +$2.55K | ﹤0.01% | 896 |
|
|
2022
Q1 | $5.8K | Buy |
+102
| New | +$5.8K | ﹤0.01% | 899 |
|
|
2021
Q4 | – | Sell |
-202
| Closed | -$5.98K | – | 731 |
|
|
2021
Q3 | $5.98K | Sell |
202
-64
| -24% | -$1.89K | ﹤0.01% | 752 |
|
|
2021
Q2 | $8.32K | Hold |
266
| – | – | ﹤0.01% | 710 |
|
|
2021
Q1 | $7.08K | Buy |
266
+102
| +62% | +$2.72K | ﹤0.01% | 765 |
|
|
2020
Q4 | $2.84K | Buy |
164
+32
| +24% | +$554 | ﹤0.01% | 873 |
|
|
2020
Q3 | $1.33K | Sell |
132
-498
| -79% | -$5.01K | ﹤0.01% | 799 |
|
|
2020
Q2 | $11.5K | Sell |
630
-79
| -11% | -$1.45K | ﹤0.01% | 664 |
|
|
2020
Q1 | $8.77K | Sell |
709
-648
| -48% | -$8.02K | ﹤0.01% | 673 |
|
|
2019
Q4 | $57K | Sell |
1,357
-357
| -21% | -$15K | ﹤0.01% | 506 |
|
|
2019
Q3 | $77.6K | Buy |
1,714
+1,652
| +2,665% | +$74.8K | ﹤0.01% | 430 |
|
|
2019
Q2 | $3.17K | Buy |
+62
| New | +$3.17K | ﹤0.01% | 651 |
|