GeoWealth 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	$39.8K	Buy	+947	New	+$39.8K	﹤0.01%	979
2025 Q1	–	Sell	-1,631	Closed	-$80.6K	–	1580
2024 Q4	$80.6K	Buy	1,631 +64	+4%	+$3.16K	﹤0.01%	1027
2024 Q3	$80.8K	Buy	+1,567	New	+$80.8K	﹤0.01%	945