EWA
EverSource Wealth Advisors’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
30,357
-263
| -0.9% | -$11K | 0.06% | 228 |
|
|
2025
Q1 | $1.51M | Buy |
30,620
+2,360
| +8% | +$116K | 0.08% | 190 |
|
|
2024
Q4 | $1.4M | Sell |
28,260
-3,874
| -12% | -$191K | 0.08% | 195 |
|
|
2024
Q3 | $1.66M | Buy |
32,134
+1,780
| +6% | +$91.7K | 0.1% | 159 |
|
|
2024
Q2 | $1.85M | Sell |
30,354
-4,037
| -12% | -$246K | 0.12% | 141 |
|
|
2024
Q1 | $2.27M | Buy |
34,391
+2,823
| +9% | +$187K | 0.18% | 109 |
|
|
2023
Q4 | $1.88M | Sell |
31,568
-1,121
| -3% | -$66.9K | 0.17% | 111 |
|
|
2023
Q3 | $2.12M | Sell |
32,689
-3,928
| -11% | -$255K | 0.22% | 99 |
|
|
2023
Q2 | $2.15M | Buy |
36,617
+1,174
| +3% | +$69K | 0.24% | 98 |
|
|
2023
Q1 | $2.21M | Buy |
35,443
+6,802
| +24% | +$425K | 0.28% | 95 |
|
|
2022
Q4 | $1.8M | Buy |
28,641
+6,807
| +31% | +$429K | 0.27% | 81 |
|
|
2022
Q3 | $1.34M | Buy |
21,834
+20,798
| +2,008% | +$1.28M | 0.31% | 62 |
|
|
2022
Q2 | $61K | Sell |
1,036
-125
| -11% | -$7.36K | 0.02% | 556 |
|
|
2022
Q1 | $66K | Sell |
1,161
-314
| -21% | -$17.9K | 0.02% | 420 |
|
|
2021
Q4 | $43K | Buy |
+1,475
| New | +$43K | 0.01% | 455 |
|