FSM Wealth 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 | $202K | Buy |
4,658
+480
| +11% | +$20.8K | 0.03% | 277 |
|
|
2025
Q1 | $206K | Buy |
4,178
+106
| +3% | +$5.23K | 0.05% | 204 |
|
|
2024
Q4 | $213K | Buy |
4,072
+47
| +1% | +$2.46K | 0.05% | 180 |
|
|
2024
Q3 | $207K | Buy |
4,025
+167
| +4% | +$8.61K | 0.06% | 182 |
|
|
2024
Q2 | $243K | Sell |
3,858
-8
| -0.2% | -$504 | 0.08% | 131 |
|
|
2024
Q1 | $251K | Buy |
3,866
+8
| +0.2% | +$520 | 0.09% | 138 |
|
|
2023
Q4 | $230K | Buy |
+3,858
| New | +$230K | 0.1% | 141 |
|