Family 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 | – | Sell |
-4,297
| Closed | -$212K | – | 226 |
|
2025
Q1 | $212K | Hold |
4,297
| – | – | 0.03% | 159 |
|
2024
Q4 | $212K | Hold |
4,297
| – | – | 0.03% | 146 |
|
2024
Q3 | $221K | Sell |
4,297
-99
| -2% | -$5.1K | 0.04% | 149 |
|
2024
Q2 | $277K | Buy |
4,396
+99
| +2% | +$6.24K | 0.05% | 121 |
|
2024
Q1 | $279K | Hold |
4,297
| – | – | 0.05% | 122 |
|
2023
Q4 | $257K | Hold |
4,297
| – | – | 0.05% | 113 |
|
2023
Q3 | $279K | Sell |
4,297
-2,275
| -35% | -$148K | 0.06% | 102 |
|
2023
Q2 | $386K | Buy |
+6,572
| New | +$386K | 0.08% | 92 |
|