HHGA
Halbert Hargrove Global Advisors’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$50 | – | 546 |
|
|
2025
Q1 | $50 | Buy |
+1
| New | +$50 | ﹤0.01% | 646 |
|
|
2015
Q3 | – | Sell |
-4,410
| Closed | -$343K | – | 149 |
|
|
2015
Q2 | $343K | Buy |
4,410
+306
| +7% | +$23.8K | 0.08% | 122 |
|
|
2015
Q1 | $300K | Buy |
+4,104
| New | +$300K | 0.1% | 140 |
|
|
2014
Q4 | – | Sell |
-4,650
| Closed | -$447K | – | 148 |
|
|
2014
Q3 | $447K | Buy |
4,650
+2,187
| +89% | +$210K | 0.12% | 62 |
|
|
2014
Q2 | $253K | Sell |
2,463
-50
| -2% | -$5.14K | 0.08% | 99 |
|
|
2014
Q1 | $239K | Sell |
2,513
-279
| -10% | -$26.5K | 0.07% | 104 |
|
|
2013
Q4 | $266K | Buy |
+2,792
| New | +$266K | 0.08% | 102 |
|