GoalVest Advisory’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 | – | Sell |
-60
| Closed | -$2.96K | – | 490 |
|
|
2025
Q1 | $2.96K | Buy |
60
+7
| +13% | +$346 | ﹤0.01% | 304 |
|
|
2024
Q4 | $2.62K | Sell |
53
-100
| -65% | -$4.94K | ﹤0.01% | 335 |
|
|
2024
Q3 | $7.89K | Hold |
153
| – | – | ﹤0.01% | 335 |
|
|
2024
Q2 | $9.64K | Hold |
153
| – | – | ﹤0.01% | 280 |
|
|
2024
Q1 | $9.94K | Hold |
153
| – | – | ﹤0.01% | 319 |
|
|
2023
Q4 | $9.14K | Buy |
153
+100
| +189% | +$5.97K | ﹤0.01% | 257 |
|
|
2023
Q3 | $3.44K | Hold |
53
| – | – | ﹤0.01% | 378 |
|
|
2023
Q2 | $3.12K | Hold |
53
| – | – | ﹤0.01% | 328 |
|
|
2023
Q1 | $3.31K | Hold |
53
| – | – | ﹤0.01% | 212 |
|
|
2022
Q4 | $3.34K | Hold |
53
| – | – | ﹤0.01% | 208 |
|
|
2022
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 221 |
|
|
2022
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 276 |
|
|
2022
Q1 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 280 |
|