Bell & Brown Wealth Advisors’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 | $3.65M | Buy |
86,968
+1,362
| +2% | +$57.1K | 1.3% | 31 |
|
|
2025
Q1 | $4.23M | Buy |
85,606
+15,355
| +22% | +$758K | 1.65% | 27 |
|
|
2024
Q4 | $3.47M | Buy |
70,251
+26,103
| +59% | +$1.29M | 1.29% | 30 |
|
|
2024
Q3 | $2.28M | Buy |
44,148
+50
| +0.1% | +$2.58K | 0.89% | 42 |
|
|
2024
Q2 | $2.78M | Sell |
44,098
-1,184
| -3% | -$74.6K | 1.06% | 31 |
|
|
2024
Q1 | $2.94M | Sell |
45,282
-276
| -0.6% | -$17.9K | 1.26% | 30 |
|
|
2023
Q4 | $2.72M | Buy |
+45,558
| New | +$2.72M | 1.26% | 32 |
|
|
2023
Q2 | $2.72M | Sell |
46,273
-451
| -1% | -$26.5K | 1.36% | 30 |
|
|
2023
Q1 | $2.92M | Sell |
46,724
-9,885
| -17% | -$617K | 1.55% | 26 |
|
|
2022
Q4 | $3.57M | Sell |
56,609
-15,385
| -21% | -$969K | 1.96% | 20 |
|
|
2022
Q3 | $4.42M | Sell |
71,994
-53,515
| -43% | -$3.29M | 2.73% | 9 |
|
|
2022
Q2 | $7.39M | Buy |
125,509
+15,799
| +14% | +$930K | 3.95% | 3 |
|
|
2022
Q1 | $6.23M | Sell |
109,710
-46,585
| -30% | -$2.64M | 2.82% | 8 |
|
|
2021
Q4 | $6.34M | Sell |
156,295
-515
| -0.3% | -$20.9K | 3.06% | 6 |
|
|
2021
Q3 | $4.64M | Buy |
+156,810
| New | +$4.64M | 2.5% | 14 |
|
|
2020
Q3 | $879K | Buy |
89,060
+57,860
| +185% | +$571K | 0.64% | 50 |
|
|
2020
Q2 | $508K | Buy |
31,200
+645
| +2% | +$10.5K | 0.4% | 56 |
|
|
2020
Q1 | $451K | Buy |
30,555
+7,455
| +32% | +$110K | 0.42% | 57 |
|
|
2019
Q4 | $1.09M | Buy |
+23,100
| New | +$1.09M | 0.81% | 50 |
|