Cary Street Partners Investment Advisory’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 | $34.2K | Buy |
814
+135
| +20% | +$5.67K | 0.02% | 439 |
|
|
2025
Q1 | $33.5K | Buy |
679
+120
| +21% | +$5.92K | 0.02% | 403 |
|
|
2024
Q4 | $27.6K | Sell |
559
-4,407
| -89% | -$218K | 0.02% | 383 |
|
|
2024
Q3 | $256K | Buy |
4,966
+1,372
| +38% | +$70.7K | 0.01% | 660 |
|
|
2024
Q2 | $227K | Buy |
3,594
+257
| +8% | +$16.2K | 0.01% | 677 |
|
|
2024
Q1 | $217K | Sell |
3,337
-2,595
| -44% | -$169K | 0.01% | 653 |
|
|
2023
Q4 | $354K | Buy |
5,932
+851
| +17% | +$50.8K | 0.02% | 495 |
|
|
2023
Q3 | $330K | Buy |
5,081
+1,134
| +29% | +$73.6K | 0.02% | 461 |
|
|
2023
Q2 | $232K | Buy |
3,947
+1,590
| +67% | +$93.5K | 0.01% | 477 |
|
|
2023
Q1 | $147K | Sell |
2,357
-5
| -0.2% | -$312 | 0.01% | 533 |
|
|
2022
Q4 | $149K | Buy |
+2,362
| New | +$149K | 0.01% | 516 |
|
|
2022
Q3 | – | Sell |
-2,347
| Closed | -$138K | – | 548 |
|
|
2022
Q2 | $138K | Buy |
+2,347
| New | +$138K | 0.01% | 475 |
|
|
2020
Q4 | – | Sell |
-447
| Closed | -$4K | – | 708 |
|
|
2020
Q3 | $4K | Buy |
+447
| New | +$4K | ﹤0.01% | 857 |
|