Geneos Wealth Management’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 | $326K | Sell |
7,770
-6,586
| -46% | -$277K | 0.01% | 837 |
|
|
2025
Q1 | $709K | Buy |
14,356
+12,094
| +535% | +$597K | 0.01% | 776 |
|
|
2024
Q4 | $112K | Sell |
2,262
-706
| -24% | -$34.9K | ﹤0.01% | 1030 |
|
|
2024
Q3 | $153K | Buy |
2,968
+1,036
| +54% | +$53.4K | 0.01% | 847 |
|
|
2024
Q2 | $122K | Buy |
1,932
+158
| +9% | +$9.96K | 0.01% | 817 |
|
|
2024
Q1 | $115K | Sell |
1,774
-106
| -6% | -$6.89K | 0.01% | 820 |
|
|
2023
Q4 | $112K | Sell |
1,880
-1,780
| -49% | -$106K | 0.01% | 808 |
|
|
2023
Q3 | $237K | Sell |
3,660
-6,733
| -65% | -$437K | 0.01% | 640 |
|
|
2023
Q2 | $611K | Buy |
10,393
+106
| +1% | +$6.23K | 0.03% | 425 |
|
|
2023
Q1 | $642K | Sell |
10,287
-2,737
| -21% | -$171K | 0.04% | 390 |
|
|
2022
Q4 | $820K | Buy |
13,024
+3,817
| +41% | +$240K | 0.05% | 310 |
|
|
2022
Q3 | $565K | Sell |
9,207
-15,019
| -62% | -$922K | 0.04% | 375 |
|
|
2022
Q2 | $1.46M | Buy |
24,226
+15,248
| +170% | +$921K | 0.07% | 247 |
|
|
2022
Q1 | $509K | Sell |
8,978
-1,375
| -13% | -$78K | 0.02% | 529 |
|
|
2021
Q4 | $300K | Sell |
10,353
-738
| -7% | -$21.4K | 0.01% | 734 |
|
|
2021
Q3 | $345K | Sell |
11,091
-1,384
| -11% | -$43.1K | 0.01% | 671 |
|
|
2021
Q2 | $406K | Buy |
12,475
+600
| +5% | +$19.5K | 0.02% | 616 |
|
|
2021
Q1 | $301K | Sell |
11,875
-844
| -7% | -$21.4K | 0.01% | 794 |
|
|
2020
Q4 | $347K | Sell |
12,719
-1,523
| -11% | -$41.6K | 0.01% | 637 |
|
|
2020
Q3 | $145K | Sell |
14,242
-107
| -0.7% | -$1.09K | 0.01% | 796 |
|
|
2020
Q2 | $253K | Buy |
14,349
+495
| +4% | +$8.73K | 0.01% | 595 |
|
|
2020
Q1 | $160K | Buy |
13,854
+2,554
| +23% | +$29.5K | 0.01% | 683 |
|
|
2019
Q4 | $453K | Sell |
11,300
-724
| -6% | -$29K | 0.02% | 459 |
|
|
2019
Q3 | $542K | Buy |
12,024
+4,641
| +63% | +$209K | 0.03% | 393 |
|
|
2019
Q2 | $371K | Sell |
7,383
-151
| -2% | -$7.59K | 0.02% | 497 |
|
|
2019
Q1 | $498K | Sell |
7,534
-115
| -2% | -$7.6K | 0.03% | 394 |
|
|
2018
Q4 | $462K | Sell |
7,649
-272
| -3% | -$16.4K | 0.03% | 394 |
|
|
2018
Q3 | $650K | Buy |
7,921
+562
| +8% | +$46.1K | 0.04% | 333 |
|
|
2018
Q2 | $615K | Sell |
7,359
-313
| -4% | -$26.2K | 0.05% | 290 |
|
|
2018
Q1 | $498K | Sell |
7,672
-61,205
| -89% | -$3.97M | 0.04% | 306 |
|
|
2017
Q4 | $5.08M | Buy |
68,877
+3,116
| +5% | +$230K | 0.45% | 58 |
|
|
2017
Q3 | $4.23M | Sell |
65,761
-1,240
| -2% | -$79.7K | 0.42% | 65 |
|
|
2017
Q2 | $4.03M | Buy |
67,001
+10,170
| +18% | +$612K | 0.41% | 68 |
|
|
2017
Q1 | $3.62M | Buy |
56,831
+49,748
| +702% | +$3.17M | 0.38% | 67 |
|
|
2016
Q4 | $504K | Buy |
7,083
+679
| +11% | +$48.3K | 0.07% | 245 |
|
|
2016
Q3 | $467K | Buy |
6,404
+408
| +7% | +$29.8K | 0.06% | 255 |
|
|
2016
Q2 | $453K | Sell |
5,996
-8
| -0.1% | -$604 | 0.07% | 261 |
|
|
2016
Q1 | $409K | Buy |
+6,004
| New | +$409K | 0.06% | 271 |
|