Fairfield Financial Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-4,049
| Closed | -$200K | – | 155 |
|
2024
Q4 | $200K | Sell |
4,049
-10,353
| -72% | -$512K | 0.07% | 63 |
|
2024
Q3 | $742K | Sell |
14,402
-1,200
| -8% | -$61.8K | 0.25% | 45 |
|
2024
Q2 | $983K | Buy |
+15,602
| New | +$983K | 0.29% | 42 |
|
2023
Q4 | $1.16M | Sell |
19,448
-88
| -0.5% | -$5.25K | 0.44% | 35 |
|
2023
Q3 | $1.27M | Buy |
19,536
+2,407
| +14% | +$156K | 0.53% | 36 |
|
2023
Q2 | $1.01M | Buy |
17,129
+9,881
| +136% | +$581K | 0.4% | 36 |
|
2023
Q1 | $452K | Buy |
+7,248
| New | +$452K | 0.2% | 49 |
|