EP Wealth Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $987K | Buy |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $652K | Buy |
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|
2024
Q2 | $220K | Sell |
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|
2024
Q1 | $350K | Sell |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $458K | Sell |
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|
2023
Q2 | $382K | Buy |
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|
2023
Q1 | $2.69M | Buy |
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|
2022
Q4 | $449K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $274K | Buy |
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|
2022
Q1 | $230K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $225K | Sell |
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|
2021
Q2 | $248K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $404K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $5.81M | Buy |
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|
2014
Q4 | $5.36M | Sell |
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|
2014
Q3 | $6.41M | Buy |
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|
2014
Q2 | $6.52M | Buy |
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|
2014
Q1 | $5.88M | Buy |
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|
2013
Q4 | $5.4M | Buy |
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|
2013
Q3 | $5M | Buy |
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|
2013
Q2 | $4.6M | Buy |
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