Evergreen Capital 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 | $295K | Buy |
6,986
+520
| +8% | +$22K | 0.01% | 810 |
|
|
2025
Q1 | $321K | Buy |
6,466
+633
| +11% | +$31.4K | 0.01% | 707 |
|
|
2024
Q4 | $289K | Buy |
5,833
+490
| +9% | +$24.3K | 0.01% | 755 |
|
|
2024
Q3 | $277K | Buy |
5,343
+561
| +12% | +$29K | 0.01% | 748 |
|
|
2024
Q2 | $302K | Buy |
4,782
+326
| +7% | +$20.6K | 0.01% | 662 |
|
|
2024
Q1 | $291K | Buy |
4,456
+99
| +2% | +$6.46K | 0.01% | 643 |
|
|
2023
Q4 | $261K | Sell |
4,357
-127
| -3% | -$7.61K | 0.01% | 656 |
|
|
2023
Q3 | $292K | Sell |
4,484
-48
| -1% | -$3.12K | 0.01% | 558 |
|
|
2023
Q2 | $267K | Sell |
4,532
-159
| -3% | -$9.37K | 0.01% | 609 |
|
|
2023
Q1 | $293K | Buy |
4,691
+55
| +1% | +$3.44K | 0.01% | 516 |
|
|
2022
Q4 | $292K | Buy |
4,636
+83
| +2% | +$5.24K | 0.01% | 494 |
|
|
2022
Q3 | $279K | Buy |
4,553
+520
| +13% | +$31.9K | 0.01% | 462 |
|
|
2022
Q2 | $238K | Sell |
4,033
-873
| -18% | -$51.5K | 0.01% | 480 |
|
|
2022
Q1 | $278K | Buy |
+4,906
| New | +$278K | 0.01% | 505 |
|
|
2020
Q2 | – | Sell |
-74,726
| Closed | -$865K | – | 415 |
|
|
2020
Q1 | $865K | Sell |
74,726
-23,072
| -24% | -$267K | 0.08% | 179 |
|
|
2019
Q4 | $4.03M | Sell |
97,798
-7,433
| -7% | -$306K | 0.34% | 72 |
|
|
2019
Q3 | $4.68M | Buy |
105,231
+63,848
| +154% | +$2.84M | 0.44% | 61 |
|
|
2019
Q2 | $2.08M | Buy |
41,383
+37,918
| +1,094% | +$1.91M | 0.2% | 111 |
|
|
2019
Q1 | $229K | Buy |
+3,465
| New | +$229K | 0.02% | 334 |
|