HB 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 | $856K | Sell |
20,367
-2,106
| -9% | -$88.5K | 0.01% | 565 |
|
|
2025
Q1 | $1.11M | Sell |
22,473
-187
| -0.8% | -$9.23K | 0.01% | 502 |
|
|
2024
Q4 | $1.12M | Buy |
22,660
+5,290
| +30% | +$261K | 0.01% | 390 |
|
|
2024
Q3 | $895K | Sell |
17,370
-2,363
| -12% | -$122K | 0.01% | 417 |
|
|
2024
Q2 | $1.24M | Buy |
19,733
+1,961
| +11% | +$124K | 0.01% | 327 |
|
|
2024
Q1 | $1.16M | Buy |
17,772
+795
| +5% | +$51.7K | 0.01% | 327 |
|
|
2023
Q4 | $1.01M | Buy |
16,977
+2,537
| +18% | +$151K | 0.01% | 315 |
|
|
2023
Q3 | $937K | Buy |
14,440
+1,255
| +10% | +$81.4K | 0.02% | 303 |
|
|
2023
Q2 | $775K | Buy |
13,185
+469
| +4% | +$27.6K | 0.01% | 331 |
|
|
2023
Q1 | $794K | Buy |
12,716
+355
| +3% | +$22.2K | 0.01% | 324 |
|
|
2022
Q4 | $779K | Buy |
12,361
+752
| +6% | +$47.4K | 0.01% | 320 |
|
|
2022
Q3 | $713K | Sell |
11,609
-1,663
| -13% | -$102K | 0.02% | 298 |
|
|
2022
Q2 | $781K | Buy |
13,272
+8,863
| +201% | +$522K | 0.02% | 286 |
|
|
2022
Q1 | $250K | Buy |
+4,409
| New | +$250K | ﹤0.01% | 496 |
|