CIA
Concurrent Investment Advisors’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
8,281
+1,197
| +17% | +$50.3K | 0.01% | 991 |
|
|
2025
Q1 | $350K | Buy |
7,084
+2,696
| +61% | +$133K | 0.01% | 852 |
|
|
2024
Q4 | $217K | Sell |
4,388
-755
| -15% | -$37.3K | 0.01% | 948 |
|
|
2024
Q3 | $265K | Buy |
5,143
+1,770
| +52% | +$91.2K | 0.01% | 821 |
|
|
2024
Q2 | $213K | Buy |
+3,373
| New | +$213K | 0.01% | 847 |
|
|
2024
Q1 | – | Sell |
-4,394
| Closed | -$262K | – | 913 |
|
|
2023
Q4 | $262K | Buy |
+4,394
| New | +$262K | 0.01% | 689 |
|