Choate Investment Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,812
| Closed | -$240K | – | 394 |
|
|
2024
Q2 | $240K | Hold |
3,812
| – | – | 0.01% | 336 |
|
|
2024
Q1 | $248K | Sell |
3,812
-1,113
| -23% | -$72.3K | 0.01% | 359 |
|
|
2023
Q4 | $294K | Sell |
4,925
-968
| -16% | -$57.8K | 0.01% | 308 |
|
|
2023
Q3 | $382K | Buy |
5,893
+2,084
| +55% | +$135K | 0.02% | 269 |
|
|
2023
Q2 | $224K | Buy |
+3,809
| New | +$224K | 0.01% | 271 |
|
|
2016
Q3 | – | Sell |
-3,027
| Closed | -$229K | – | 242 |
|
|
2016
Q2 | $229K | Sell |
3,027
-555
| -15% | -$41.9K | 0.02% | 215 |
|
|
2016
Q1 | $245K | Buy |
3,582
+971
| +37% | +$66.4K | 0.02% | 221 |
|
|
2015
Q4 | $210K | Sell |
2,611
-1,039
| -28% | -$83.6K | 0.02% | 246 |
|
|
2015
Q3 | $241K | Buy |
+3,650
| New | +$241K | 0.02% | 219 |
|
|
2015
Q1 | – | Sell |
-2,912
| Closed | -$234K | – | 272 |
|
|
2014
Q4 | $234K | Buy |
2,912
+347
| +14% | +$27.9K | 0.01% | 240 |
|
|
2014
Q3 | $236K | Sell |
2,565
-125
| -5% | -$11.5K | 0.01% | 236 |
|
|
2014
Q2 | $264K | Sell |
2,690
-26
| -1% | -$2.56K | 0.02% | 236 |
|
|
2014
Q1 | $248K | Buy |
+2,716
| New | +$248K | 0.02% | 248 |
|