Heritage Wealth 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
Q1
Sell
-5
Closed -$247 628
2024
Q4
$247 Buy
5
+1
+25% +$49 ﹤0.01% 608
2024
Q3
$206 Buy
+4
New +$206 ﹤0.01% 605