Dynamic Advisor Solutions’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Sell |
13,433
-546
| -4% | -$22.9K | 0.02% | 575 |
|
|
2025
Q1 | $690K | Buy |
13,979
+152
| +1% | +$7.5K | 0.02% | 505 |
|
|
2024
Q4 | $683K | Sell |
13,827
-474
| -3% | -$23.4K | 0.03% | 383 |
|
|
2024
Q3 | $737K | Sell |
14,301
-3,163
| -18% | -$163K | 0.02% | 529 |
|
|
2024
Q2 | $1.1M | Buy |
17,464
+456
| +3% | +$28.7K | 0.03% | 435 |
|
|
2024
Q1 | $1.11M | Buy |
17,008
+611
| +4% | +$39.7K | 0.04% | 423 |
|
|
2023
Q4 | $966K | Buy |
16,397
+5,166
| +46% | +$304K | 0.04% | 422 |
|
|
2023
Q3 | $729K | Buy |
11,231
+4,330
| +63% | +$281K | 0.03% | 431 |
|
|
2023
Q2 | $406K | Buy |
6,901
+1,211
| +21% | +$71.2K | 0.02% | 555 |
|
|
2023
Q1 | $355K | Buy |
5,690
+68
| +1% | +$4.25K | 0.02% | 552 |
|
|
2022
Q4 | $354K | Sell |
5,622
-1,018
| -15% | -$64.1K | 0.02% | 520 |
|
|
2022
Q3 | $408K | Buy |
6,640
+1,841
| +38% | +$113K | 0.03% | 431 |
|
|
2022
Q2 | $283K | Buy |
4,799
+789
| +20% | +$46.5K | 0.02% | 554 |
|
|
2022
Q1 | $228K | Buy |
+4,010
| New | +$228K | 0.02% | 643 |
|
|
2020
Q2 | – | Sell |
-10,216
| Closed | -$118K | – | 553 |
|
|
2020
Q1 | $118K | Sell |
10,216
-770
| -7% | -$8.89K | 0.02% | 443 |
|
|
2019
Q4 | $453K | Buy |
10,986
+1,708
| +18% | +$70.4K | 0.06% | 325 |
|
|
2019
Q3 | $413K | Buy |
+9,278
| New | +$413K | 0.06% | 310 |
|
|
2016
Q4 | – | Sell |
-5,332
| Closed | -$389K | – | 233 |
|
|
2016
Q3 | $389K | Buy |
+5,332
| New | +$389K | 0.15% | 169 |
|
|
2014
Q3 | – | Sell |
-2,546
| Closed | -$250K | – | 211 |
|
|
2014
Q2 | $250K | Buy |
+2,546
| New | +$250K | 0.15% | 168 |
|