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