Carson Wealth (CWM LLC)’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.63M | Sell |
205,455
-8,108
| -4% | -$341K | 0.03% | 422 |
|
|
2025
Q1 | $10.5M | Buy |
213,563
+33,017
| +18% | +$1.63M | 0.04% | 338 |
|
|
2024
Q4 | $8.92M | Buy |
180,546
+156,896
| +663% | +$7.75M | 0.04% | 341 |
|
|
2024
Q3 | $1.22M | Sell |
23,650
-2,547
| -10% | -$131K | 0.01% | 913 |
|
|
2024
Q2 | $1.65M | Sell |
26,197
-164,843
| -86% | -$10.4M | 0.01% | 697 |
|
|
2024
Q1 | $12.4M | Sell |
191,040
-7,610
| -4% | -$495K | 0.06% | 256 |
|
|
2023
Q4 | $11.9M | Sell |
198,650
-4,627
| -2% | -$276K | 0.06% | 250 |
|
|
2023
Q3 | $13.2M | Sell |
203,277
-5,656
| -3% | -$367K | 0.08% | 202 |
|
|
2023
Q2 | $12.3M | Sell |
208,933
-9,657
| -4% | -$568K | 0.08% | 210 |
|
|
2023
Q1 | $13.6M | Buy |
218,590
+198,680
| +998% | +$12.4M | 0.09% | 186 |
|
|
2022
Q4 | $1.25M | Buy |
19,910
+5,643
| +40% | +$355K | 0.01% | 547 |
|
|
2022
Q3 | $877K | Sell |
14,267
-2,894
| -17% | -$178K | 0.01% | 588 |
|
|
2022
Q2 | $1.01M | Buy |
17,161
+6,938
| +68% | +$408K | 0.01% | 558 |
|
|
2022
Q1 | $580K | Buy |
10,223
+5,436
| +114% | +$308K | ﹤0.01% | 682 |
|
|
2021
Q4 | $139K | Buy |
+4,787
| New | +$139K | ﹤0.01% | 1170 |
|
|
2021
Q2 | $116K | Hold |
3,722
| – | – | ﹤0.01% | 1082 |
|
|
2021
Q1 | $116K | Hold |
3,722
| – | – | ﹤0.01% | 1082 |
|
|
2020
Q4 | $116K | Hold |
3,722
| – | – | ﹤0.01% | 1082 |
|
|
2020
Q3 | $116K | Hold |
3,722
| – | – | ﹤0.01% | 1082 |
|
|
2020
Q2 | $116K | Hold |
3,722
| – | – | ﹤0.01% | 1082 |
|
|
2020
Q1 | $116K | Hold |
3,722
| – | – | ﹤0.01% | 1082 |
|
|
2019
Q4 | $116K | Hold |
3,722
| – | – | ﹤0.01% | 1082 |
|
|
2019
Q3 | $116K | Hold |
3,722
| – | – | ﹤0.01% | 1082 |
|
|
2019
Q2 | $116K | Hold |
3,722
| – | – | ﹤0.01% | 1082 |
|
|
2019
Q1 | $116K | Sell |
3,722
-252,305
| -99% | -$7.86M | ﹤0.01% | 1082 |
|
|
2018
Q4 | $15.7M | Sell |
256,027
-6,141
| -2% | -$377K | 0.39% | 63 |
|
|
2018
Q3 | $21.5M | Sell |
262,168
-5,798
| -2% | -$476K | 0.55% | 47 |
|
|
2018
Q2 | $22.4M | Sell |
267,966
-146,631
| -35% | -$12.3M | 0.74% | 36 |
|
|
2018
Q1 | $26.9M | Sell |
414,597
-5,122
| -1% | -$333K | 1.07% | 25 |
|
|
2017
Q4 | $30.9M | Sell |
419,719
-32,426
| -7% | -$2.39M | 1.37% | 21 |
|
|
2017
Q3 | $29M | Sell |
452,145
-23,879
| -5% | -$1.53M | 1.37% | 15 |
|
|
2017
Q2 | $28.5M | Buy |
476,024
+91,342
| +24% | +$5.47M | 1.46% | 17 |
|
|
2017
Q1 | $24.4M | Sell |
384,682
-8,424
| -2% | -$534K | 1.38% | 19 |
|
|
2016
Q4 | $28M | Buy |
393,106
+40,787
| +12% | +$2.91M | 1.72% | 9 |
|
|
2016
Q3 | $25.7M | Buy |
352,319
+44,628
| +15% | +$3.25M | 1.77% | 5 |
|
|
2016
Q2 | $23.2M | Buy |
307,691
+43,911
| +17% | +$3.32M | 1.7% | 5 |
|
|
2016
Q1 | $18.1M | Buy |
263,780
+44,348
| +20% | +$3.01M | 1.59% | 7 |
|
|
2015
Q4 | $14.8M | Buy |
219,432
+41,355
| +23% | +$2.8M | 1.45% | 11 |
|
|
2015
Q3 | $11.8M | Buy |
178,077
+101,204
| +132% | +$6.69M | 1.19% | 22 |
|
|
2015
Q2 | $5.98M | Buy |
76,873
+10,840
| +16% | +$843K | 0.57% | 69 |
|
|
2015
Q1 | $4.82M | Buy |
66,033
+23,888
| +57% | +$1.74M | 0.49% | 84 |
|
|
2014
Q4 | $3.4M | Buy |
+42,145
| New | +$3.4M | 0.41% | 94 |
|
|
2014
Q1 | – | Sell |
-380
| Closed | -$36K | – | 352 |
|
|
2013
Q4 | $36K | Sell |
380
-200
| -34% | -$18.9K | 0.01% | 282 |
|
|
2013
Q3 | $54K | Buy |
+580
| New | +$54K | 0.01% | 182 |
|