Empirical 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 | $301K | Sell |
7,166
-1,550
| -18% | -$65.1K | 0.01% | 531 |
|
2025
Q1 | $430K | Buy |
8,716
+360
| +4% | +$17.8K | 0.01% | 430 |
|
2024
Q4 | $413K | Buy |
8,356
+809
| +11% | +$40K | 0.01% | 427 |
|
2024
Q3 | $389K | Sell |
7,547
-162
| -2% | -$8.35K | 0.01% | 415 |
|
2024
Q2 | $486K | Buy |
7,709
+720
| +10% | +$45.4K | 0.01% | 364 |
|
2024
Q1 | $454K | Buy |
+6,989
| New | +$454K | 0.01% | 357 |
|
2022
Q4 | – | Sell |
-5,289
| Closed | -$325K | – | 470 |
|
2022
Q3 | $325K | Buy |
5,289
+1,735
| +49% | +$107K | 0.02% | 364 |
|
2022
Q2 | $209K | Buy |
+3,554
| New | +$209K | 0.01% | 435 |
|
2019
Q3 | – | Sell |
-4,689
| Closed | -$236K | – | 289 |
|
2019
Q2 | $236K | Sell |
4,689
-1,223
| -21% | -$61.6K | 0.03% | 232 |
|
2019
Q1 | $391K | Buy |
5,912
+2,055
| +53% | +$136K | 0.06% | 159 |
|
2018
Q4 | $237K | Buy |
3,857
+10
| +0.3% | +$614 | 0.04% | 174 |
|
2018
Q3 | $316K | Buy |
3,847
+930
| +32% | +$76.4K | 0.06% | 159 |
|
2018
Q2 | $244K | Buy |
+2,917
| New | +$244K | 0.05% | 166 |
|
2018
Q1 | – | Sell |
-3,040
| Closed | -$224K | – | 173 |
|
2017
Q4 | $224K | Buy |
+3,040
| New | +$224K | 0.05% | 138 |
|