Heritage Wealth Management (Ohio)’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	-4,150	Closed	-$205K	–	241
2025 Q1	$205K	Sell	4,150 -1,518	-27%	-$74.9K	0.07%	222
2024 Q4	$280K	Sell	5,668 -300	-5%	-$14.8K	0.09%	193
2024 Q3	$308K	Sell	5,968 -800	-12%	-$41.2K	0.1%	181
2024 Q2	$418K	Buy	+6,768	New	+$418K	0.14%	149