Everhart Financial Group’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 | $423K | Buy |
10,074
+392
| +4% | +$16.5K | 0.05% | 248 |
|
|
2025
Q1 | $478K | Buy |
9,682
+3,823
| +65% | +$189K | 0.07% | 215 |
|
|
2024
Q4 | $289K | Sell |
5,859
-2,300
| -28% | -$114K | 0.06% | 261 |
|
|
2024
Q3 | $421K | Sell |
8,159
-1,814
| -18% | -$93.5K | 0.09% | 217 |
|
|
2024
Q2 | $629K | Sell |
9,973
-1,499
| -13% | -$94.5K | 0.16% | 132 |
|
|
2024
Q1 | $746K | Buy |
11,472
+5,381
| +88% | +$350K | 0.22% | 96 |
|
|
2023
Q4 | $364K | Sell |
6,091
-1,366
| -18% | -$81.6K | 0.13% | 149 |
|
|
2023
Q3 | $484K | Buy |
7,457
+169
| +2% | +$11K | 0.21% | 97 |
|
|
2023
Q2 | $429K | Sell |
7,288
-47
| -0.6% | -$2.76K | 0.18% | 112 |
|
|
2023
Q1 | $458K | Sell |
7,335
-2,987
| -29% | -$186K | 0.21% | 95 |
|
|
2022
Q4 | $650K | Buy |
10,322
+1
| +0% | +$63 | 0.33% | 64 |
|
|
2022
Q3 | $634K | Buy |
10,321
+1,109
| +12% | +$68.1K | 0.35% | 55 |
|
|
2022
Q2 | $543K | Buy |
9,212
+2,559
| +38% | +$151K | 0.33% | 70 |
|
|
2022
Q1 | $377K | Buy |
+6,653
| New | +$377K | 0.22% | 90 |
|