Confluence Wealth Services’s Occidental Petroleum OXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Buy
2025
Q1
Sell
2024
Q4
$211K Sell
2024
Q3
$217K Sell
2024
Q2
$267K Buy
2024
Q1
$273K Hold
2023
Q4
$251K Buy
2023
Q3
$240K Hold
2023
Q2
$218K Hold
2023
Q1
$231K Hold
2022
Q4
$233K Hold
2022
Q3
$227K Sell
2022
Q2
$250K Buy
2022
Q1
$210K Hold
2021
Q4
$107K Buy