FAM
Formidable Asset Management’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Hold |
8,945
| – | – | 0.07% | 249 |
|
|
2025
Q1 | $442K | Buy |
8,945
+1,280
| +17% | +$63.2K | 0.07% | 246 |
|
|
2024
Q4 | $379K | Buy |
7,665
+2,250
| +42% | +$111K | 0.06% | 268 |
|
|
2024
Q3 | $279K | Buy |
+5,415
| New | +$279K | 0.04% | 304 |
|
|
2023
Q1 | – | Sell |
-4,634
| Closed | -$292K | – | 337 |
|
|
2022
Q4 | $292K | Buy |
+4,634
| New | +$292K | 0.07% | 233 |
|
|
2022
Q2 | – | Sell |
-4,506
| Closed | -$256K | – | 342 |
|
|
2022
Q1 | $256K | Buy |
+4,506
| New | +$256K | 0.05% | 271 |
|
|
2020
Q1 | – | Sell |
-6,305
| Closed | -$265K | – | 260 |
|
|
2019
Q4 | $265K | Sell |
6,305
-1,170
| -16% | -$49.2K | 0.08% | 170 |
|
|
2019
Q3 | $332K | Sell |
7,475
-2,082
| -22% | -$92.5K | 0.31% | 59 |
|
|
2019
Q2 | $482K | Buy |
+9,557
| New | +$482K | 0.17% | 118 |
|
|
2017
Q4 | – | Sell |
-3,440
| Closed | -$221K | – | 174 |
|
|
2017
Q3 | $221K | Sell |
3,440
-453
| -12% | -$29.1K | 0.09% | 178 |
|
|
2017
Q2 | $233K | Hold |
3,893
| – | – | 0.11% | 147 |
|
|
2017
Q1 | $236K | Sell |
3,893
-499
| -11% | -$30.3K | 0.1% | 158 |
|
|
2016
Q4 | $313K | Sell |
4,392
-140
| -3% | -$9.98K | 0.16% | 129 |
|
|
2016
Q3 | $330K | Buy |
4,532
+20
| +0.4% | +$1.46K | 0.16% | 126 |
|
|
2016
Q2 | $344K | Buy |
4,512
+454
| +11% | +$34.6K | 0.19% | 118 |
|
|
2016
Q1 | $304K | Sell |
4,058
-315
| -7% | -$23.6K | 0.21% | 104 |
|
|
2015
Q4 | $286K | Buy |
4,373
+77
| +2% | +$5.04K | 0.2% | 111 |
|
|
2015
Q3 | $284K | Buy |
4,296
+166
| +4% | +$11K | 0.19% | 111 |
|
|
2015
Q2 | $321K | Hold |
4,130
| – | – | 0.2% | 103 |
|
|
2015
Q1 | $317K | Buy |
4,130
+58
| +1% | +$4.45K | 0.21% | 101 |
|
|
2014
Q4 | $328K | Hold |
4,072
| – | – | 0.22% | 93 |
|
|
2014
Q3 | $355K | Buy |
4,072
+4,012
| +6,687% | +$350K | 0.23% | 92 |
|
|
2014
Q2 | $6K | Hold |
60
| – | – | ﹤0.01% | 412 |
|
|
2014
Q1 | $6K | Hold |
60
| – | – | ﹤0.01% | 370 |
|
|
2013
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 415 |
|
|
2013
Q3 | $6K | Buy |
+60
| New | +$6K | 0.01% | 349 |
|