Capital Asset Advisory Services’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,615
| Closed | -$385K | – | 304 |
|
|
2024
Q4 | $385K | Buy |
7,615
+45
| +0.6% | +$2.27K | 0.02% | 217 |
|
|
2024
Q3 | $411K | Sell |
7,570
-1,215
| -14% | -$66K | 0.02% | 209 |
|
|
2024
Q2 | $536K | Sell |
8,785
-534
| -6% | -$32.6K | 0.03% | 177 |
|
|
2024
Q1 | $645K | Buy |
9,319
+124
| +1% | +$8.59K | 0.04% | 164 |
|
|
2023
Q4 | $549K | Buy |
9,195
+50
| +0.5% | +$2.99K | 0.03% | 182 |
|
|
2023
Q3 | $579K | Sell |
9,145
-33
| -0.4% | -$2.09K | 0.04% | 174 |
|
|
2023
Q2 | $545K | Buy |
9,178
+519
| +6% | +$30.8K | 0.04% | 192 |
|
|
2023
Q1 | $541K | Buy |
8,659
+931
| +12% | +$58.1K | 0.04% | 196 |
|
|
2022
Q4 | $487K | Sell |
7,728
-278
| -3% | -$17.5K | 0.04% | 214 |
|
|
2022
Q3 | $492K | Buy |
8,006
+3,076
| +62% | +$189K | 0.06% | 171 |
|
|
2022
Q2 | $291K | Buy |
+4,930
| New | +$291K | 0.03% | 318 |
|
|
2021
Q1 | – | Sell |
-858
| Closed | -$15K | – | 1254 |
|
|
2020
Q4 | $15K | Buy |
+858
| New | +$15K | ﹤0.01% | 966 |
|
|
2017
Q1 | – | Sell |
-3,756
| Closed | -$268K | – | 99 |
|
|
2016
Q4 | $268K | Buy |
+3,756
| New | +$268K | 0.23% | 76 |
|