Foundations Investment 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
Q2 | $465K | Sell |
11,079
-214
| -2% | -$8.99K | 0.01% | 600 |
|
|
2025
Q1 | $557K | Buy |
11,293
+546
| +5% | +$26.9K | 0.01% | 549 |
|
|
2024
Q4 | $531K | Buy |
10,747
+79
| +0.7% | +$3.9K | 0.01% | 529 |
|
|
2024
Q3 | $550K | Buy |
10,668
+670
| +7% | +$34.5K | 0.01% | 502 |
|
|
2024
Q2 | $630K | Sell |
9,998
-148
| -1% | -$9.33K | 0.02% | 442 |
|
|
2024
Q1 | $659K | Buy |
10,146
+1,663
| +20% | +$108K | 0.02% | 403 |
|
|
2023
Q4 | $486K | Sell |
8,483
-820
| -9% | -$47K | 0.01% | 440 |
|
|
2023
Q3 | $604K | Buy |
9,303
+226
| +2% | +$14.7K | 0.02% | 356 |
|
|
2023
Q2 | $534K | Buy |
9,077
+886
| +11% | +$52.1K | 0.02% | 352 |
|
|
2023
Q1 | $511K | Buy |
8,191
+3,946
| +93% | +$246K | 0.02% | 318 |
|
|
2022
Q4 | $267K | Buy |
+4,245
| New | +$267K | 0.01% | 361 |
|
|
2020
Q1 | – | Sell |
-30,136
| Closed | -$1.36M | – | 143 |
|
|
2019
Q4 | $1.36M | Buy |
30,136
+3,118
| +12% | +$141K | 0.17% | 48 |
|
|
2019
Q3 | $1.17M | Buy |
27,018
+7,703
| +40% | +$333K | 0.15% | 54 |
|
|
2019
Q2 | $950K | Buy |
19,315
+6,015
| +45% | +$296K | 0.14% | 56 |
|
|
2019
Q1 | $880K | Buy |
13,300
+1,025
| +8% | +$67.8K | 0.15% | 40 |
|
|
2018
Q4 | $826K | Buy |
+12,275
| New | +$826K | 0.17% | 36 |
|