Financial Advocates Investment Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,545
| Closed | -$492K | – | 775 |
|
|
2024
Q3 | $492K | Buy |
9,545
+3,600
| +61% | +$186K | 0.03% | 460 |
|
|
2024
Q2 | $375K | Sell |
5,945
-3,374
| -36% | -$213K | 0.02% | 514 |
|
|
2024
Q1 | $606K | Buy |
9,319
+1,344
| +17% | +$87.3K | 0.04% | 418 |
|
|
2023
Q4 | $476K | Buy |
7,975
+1,047
| +15% | +$62.5K | 0.03% | 441 |
|
|
2023
Q3 | $449K | Buy |
6,928
+1,862
| +37% | +$121K | 0.03% | 436 |
|
|
2023
Q2 | $298K | Buy |
5,066
+940
| +23% | +$55.3K | 0.02% | 521 |
|
|
2023
Q1 | $258K | Buy |
4,126
+7
| +0.2% | +$437 | 0.02% | 593 |
|
|
2022
Q4 | $259K | Buy |
+4,119
| New | +$259K | 0.02% | 594 |
|
|
2022
Q3 | – | Sell |
-4,210
| Closed | -$248K | – | 801 |
|
|
2022
Q2 | $248K | Sell |
4,210
-118
| -3% | -$6.95K | 0.02% | 561 |
|
|
2022
Q1 | $246K | Buy |
4,328
+657
| +18% | +$37.3K | 0.02% | 629 |
|
|
2021
Q4 | $391K | Buy |
+3,671
| New | +$391K | 0.02% | 548 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 524 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 524 |
|