Herold 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 |
-4,907
| Closed | -$243K | – | 290 |
|
|
2024
Q4 | $243K | Sell |
4,907
-100
| -2% | -$4.94K | 0.05% | 243 |
|
|
2024
Q3 | $258K | Buy |
5,007
+601
| +14% | +$31K | 0.06% | 238 |
|
|
2024
Q2 | $278K | Sell |
4,406
-200
| -4% | -$12.6K | 0.06% | 223 |
|
|
2024
Q1 | $299K | Buy |
4,606
+401
| +10% | +$26.1K | 0.07% | 217 |
|
|
2023
Q4 | $251K | Sell |
4,205
-39
| -0.9% | -$2.33K | 0.07% | 214 |
|
|
2023
Q3 | $275K | Buy |
4,244
+39
| +0.9% | +$2.53K | 0.08% | 205 |
|
|
2023
Q2 | $247K | Buy |
4,205
+175
| +4% | +$10.3K | 0.08% | 213 |
|
|
2023
Q1 | $252K | Buy |
4,030
+400
| +11% | +$25K | 0.09% | 201 |
|
|
2022
Q4 | $229K | Buy |
+3,630
| New | +$229K | 0.1% | 188 |
|
|
2022
Q2 | – | Sell |
-2,180
| Closed | -$124K | – | 522 |
|
|
2022
Q1 | $124K | Buy |
+2,180
| New | +$124K | 0.04% | 246 |
|
|
2021
Q4 | – | Sell |
-2,530
| Closed | -$74K | – | 510 |
|
|
2021
Q3 | $74K | Buy |
+2,530
| New | +$74K | 0.03% | 319 |
|