Congress Wealth Management’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	$572K	Buy	13,609 +1,851	+16%	+$77.8K	0.01%	877
2025 Q1	$575K	Buy	+11,758	New	+$575K	0.01%	773
2022 Q1	–	Sell	-31,746	Closed	-$921K	–	628
2021 Q4	$921K	Buy	+31,746	New	+$921K	0.02%	378