Caldwell Trust’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
6,244
+300
|
|
||||
|
2025
Q1 | $293K | Hold |
5,944
|
|
||||
|
2024
Q4 | $294K | Hold |
5,944
|
|
||||
|
2024
Q3 | $306K | Hold |
5,944
|
|
||||
|
2024
Q2 | $375K | Hold |
5,944
|
|
||||
|
2024
Q1 | $386K | Buy |
5,944
+339
|
|
||||
|
2023
Q4 | $335K | Hold |
5,605
|
|
||||
|
2023
Q3 | $364K | Hold |
5,605
|
|
||||
|
2023
Q2 | $330K | Hold |
5,605
|
|
||||
|
2023
Q1 | $350K | Hold |
5,605
|
|
||||
|
2022
Q4 | $353K | Hold |
5,605
|
|
||||
|
2022
Q3 | $344K | Hold |
5,605
|
|
||||
|
2022
Q2 | $330K | Buy |
5,605
+5,280
|
|
||||
|
2022
Q1 | $18.4K | Hold |
325
|
|
||||
|
2021
Q4 | $9.42K | Hold |
325
|
|
||||
|
2021
Q3 | $9.61K | Hold |
325
|
|
||||
|
2021
Q2 | $10.2K | Hold |
325
|
|
||||
|
2021
Q1 | $8.65K | Hold |
325
|
|
||||
|
2020
Q4 | $5.63K | Sell |
325
-214
|
|
||||
|
2020
Q3 | $5.39K | Sell |
539
-2,114
|
|
||||
|
2020
Q2 | $48.5K | Sell |
2,653
-3,103
|
|
||||
|
2020
Q1 | $66.7K | Sell |
5,756
-1,776
|
|
||||
|
2019
Q4 | $310K | Buy |
+7,532
|
|