Glass Jacobson 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 | $757 | Hold |
18
| – | – | ﹤0.01% | 536 |
|
|
2025
Q1 | $890 | Hold |
18
| – | – | ﹤0.01% | 797 |
|
|
2024
Q4 | $890 | Hold |
18
| – | – | ﹤0.01% | 797 |
|
|
2024
Q3 | $928 | Hold |
18
| – | – | ﹤0.01% | 720 |
|
|
2024
Q2 | $1.14K | Sell |
18
-70
| -80% | -$4.41K | ﹤0.01% | 703 |
|
|
2024
Q1 | $5.73K | Buy |
88
+10
| +13% | +$651 | ﹤0.01% | 610 |
|
|
2023
Q4 | $4.66K | Buy |
78
+60
| +333% | +$3.58K | ﹤0.01% | 597 |
|
|
2023
Q3 | $1.17K | Hold |
18
| – | – | ﹤0.01% | 686 |
|
|
2023
Q2 | $1.06K | Buy |
+18
| New | +$1.06K | ﹤0.01% | 696 |
|
|
2022
Q4 | $216K | Buy |
+3,422
| New | +$216K | 0.11% | 194 |
|