Crewe Advisors’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
$16K Hold
381
﹤0.01% 402
2025
Q1
$18.8K Hold
381
﹤0.01% 355
2024
Q4
$18.8K Sell
381
-132
-26% -$6.52K ﹤0.01% 361
2024
Q3
$26.4K Hold
513
﹤0.01% 377
2024
Q2
$32.3K Sell
513
-66
-11% -$4.16K ﹤0.01% 454
2024
Q1
$37.6K Buy
+579
New +$37.6K ﹤0.01% 404
2023
Q3
Sell
-54
Closed -$3.18K 830
2023
Q2
$3.18K Buy
54
+4
+8% +$235 ﹤0.01% 504
2023
Q1
$3.12K Buy
50
+4
+9% +$250 ﹤0.01% 683
2022
Q4
$2.9K Sell
46
-171
-79% -$10.8K ﹤0.01% 776
2022
Q3
$13K Buy
217
+85
+64% +$5.09K ﹤0.01% 588
2022
Q2
$8K Buy
+132
New +$8K ﹤0.01% 667
2022
Q1
Sell
-1,556
Closed -$45K 492
2021
Q4
$45K Hold
1,556
0.01% 198
2021
Q3
$46K Hold
1,556
0.01% 155
2021
Q2
$49K Hold
1,556
0.01% 156
2021
Q1
$41K Hold
1,556
0.01% 160
2020
Q4
$27K Hold
1,556
0.01% 179
2020
Q3
$16K Hold
1,556
0.01% 200
2020
Q2
$28K Hold
1,556
0.01% 131
2020
Q1
$18K Hold
1,556
0.01% 128
2019
Q4
$64K Hold
1,556
0.03% 99
2019
Q3
$69K Sell
1,556
-15
-1% -$665 0.03% 99
2019
Q2
$79K Buy
1,571
+1,556
+10,373% +$78.2K 0.03% 121
2019
Q1
$1K Hold
15
﹤0.01% 238
2018
Q4
$1K Buy
+15
New +$1K ﹤0.01% 224