Concorde Financial’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
$4.99M Buy
118,668
+3,958
+3% +$166K 2.95% 15
2025
Q1
$5.66M Buy
114,710
+5,813
+5% +$287K 3.12% 10
2024
Q4
$5.41M Sell
108,897
-1,874
-2% -$93K 3.22% 12
2024
Q3
$5.73M Buy
+110,771
New +$5.73M 3.38% 11