CreativeOne Wealth’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	$2.49M	Buy	59,192 +7,704	+15%	+$324K	0.07%	284
2025 Q1	$2.54M	Buy	+51,488	New	+$2.54M	0.08%	252
2023 Q2	–	Sell	-5,793	Closed	-$361K	–	875
2023 Q1	$361K	Buy	+5,793	New	+$361K	0.02%	564