Bedel Financial Consulting’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-750
| Closed | -$43K | – | 667 |
|
|
2022
Q1 | $43K | Hold |
750
| – | – | 0.01% | 413 |
|
|
2021
Q4 | $22K | Hold |
750
| – | – | 0.01% | 549 |
|
|
2021
Q3 | $22K | Hold |
750
| – | – | 0.01% | 535 |
|
|
2021
Q2 | $23K | Hold |
750
| – | – | 0.01% | 532 |
|
|
2021
Q1 | $20K | Hold |
750
| – | – | 0.01% | 518 |
|
|
2020
Q4 | $13K | Buy |
750
+169
| +29% | +$2.93K | 0.01% | 518 |
|
|
2020
Q3 | $6K | Sell |
581
-128
| -18% | -$1.32K | ﹤0.01% | 590 |
|
|
2020
Q2 | $13K | Sell |
709
-25
| -3% | -$458 | 0.01% | 452 |
|
|
2020
Q1 | $8K | Buy |
734
+25
| +4% | +$272 | 0.01% | 510 |
|
|
2019
Q4 | $29K | Hold |
709
| – | – | 0.02% | 365 |
|
|
2019
Q3 | $32K | Sell |
709
-1,053
| -60% | -$47.5K | 0.02% | 341 |
|
|
2019
Q2 | $89K | Hold |
1,762
| – | – | 0.05% | 213 |
|
|
2019
Q1 | $117K | Hold |
1,762
| – | – | 0.07% | 179 |
|
|
2018
Q4 | $108K | Hold |
1,762
| – | – | 0.08% | 170 |
|
|
2018
Q3 | $128K | Hold |
1,762
| – | – | 0.09% | 174 |
|
|
2018
Q2 | $147K | Hold |
1,762
| – | – | 0.11% | 160 |
|
|
2018
Q1 | $114K | Buy |
+1,762
| New | +$114K | 0.09% | 184 |
|