Geneos Wealth Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $219K | Sell |
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|
2025
Q2 | $326K | Sell |
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|
2025
Q1 | $709K | Buy |
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|
2024
Q4 | $112K | Sell |
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|
2024
Q3 | $153K | Buy |
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|
2024
Q2 | $122K | Buy |
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|
2024
Q1 | $115K | Sell |
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|
2023
Q4 | $112K | Sell |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $611K | Buy |
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|
2023
Q1 | $642K | Sell |
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|
2022
Q4 | $820K | Buy |
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|
2022
Q3 | $565K | Sell |
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|
2022
Q2 | $1.46M | Buy |
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|
2022
Q1 | $509K | Sell |
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|
2021
Q4 | $300K | Sell |
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|
2021
Q3 | $345K | Sell |
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|
2021
Q2 | $406K | Buy |
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|
2021
Q1 | $301K | Sell |
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|
2020
Q4 | $347K | Sell |
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|
2020
Q3 | $145K | Sell |
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|
2020
Q2 | $253K | Buy |
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|
2020
Q1 | $160K | Buy |
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|
2019
Q4 | $453K | Sell |
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|
2019
Q3 | $542K | Buy |
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|
2019
Q2 | $371K | Sell |
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|
2019
Q1 | $498K | Sell |
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|
2018
Q4 | $462K | Sell |
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|
2018
Q3 | $650K | Buy |
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|
2018
Q2 | $615K | Sell |
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|
2018
Q1 | $498K | Sell |
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|
2017
Q4 | $5.08M | Buy |
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|
2017
Q3 | $4.23M | Sell |
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|
2017
Q2 | $4.03M | Buy |
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|
2017
Q1 | $3.62M | Buy |
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|
2016
Q4 | $504K | Buy |
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|
2016
Q3 | $467K | Buy |
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|
2016
Q2 | $453K | Sell |
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|
2016
Q1 | $409K | Buy |
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