IHT 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 | $1.17M | Sell |
27,767
-6,165
| -18% | -$259K | 0.03% | 453 |
|
|
2025
Q1 | $1.67M | Buy |
33,932
+7,981
| +31% | +$394K | 0.05% | 324 |
|
|
2024
Q4 | $1.28M | Sell |
25,951
-8,876
| -25% | -$439K | 0.04% | 373 |
|
|
2024
Q3 | $1.81M | Buy |
34,827
+12,346
| +55% | +$641K | 0.05% | 345 |
|
|
2024
Q2 | $1.42M | Buy |
22,481
+4,913
| +28% | +$310K | 0.05% | 342 |
|
|
2024
Q1 | $1.14M | Buy |
17,568
+5,615
| +47% | +$365K | 0.05% | 376 |
|
|
2023
Q4 | $714K | Sell |
11,953
-1,370
| -10% | -$81.8K | 0.03% | 492 |
|
|
2023
Q3 | $864K | Buy |
13,323
+5,019
| +60% | +$326K | 0.04% | 391 |
|
|
2023
Q2 | $488K | Sell |
8,304
-410
| -5% | -$24.1K | 0.03% | 547 |
|
|
2023
Q1 | $544K | Buy |
8,714
+760
| +10% | +$47.4K | 0.03% | 471 |
|
|
2022
Q4 | $501K | Buy |
7,954
+355
| +5% | +$22.4K | 0.03% | 493 |
|
|
2022
Q3 | $467K | Buy |
7,599
+2,935
| +63% | +$180K | 0.04% | 475 |
|
|
2022
Q2 | $275K | Buy |
+4,664
| New | +$275K | 0.02% | 554 |
|
|
2020
Q1 | – | Sell |
-11,835
| Closed | -$488K | – | 627 |
|
|
2019
Q4 | $488K | Buy |
11,835
+1,352
| +13% | +$55.7K | 0.06% | 332 |
|
|
2019
Q3 | $465K | Buy |
10,483
+5,381
| +105% | +$239K | 0.06% | 329 |
|
|
2019
Q2 | $257K | Sell |
5,102
-1,443
| -22% | -$72.7K | 0.04% | 429 |
|
|
2019
Q1 | $433K | Sell |
6,545
-2,989
| -31% | -$198K | 0.07% | 292 |
|
|
2018
Q4 | $585K | Buy |
9,534
+1,110
| +13% | +$68.1K | 0.11% | 214 |
|
|
2018
Q3 | $692K | Sell |
8,424
-134
| -2% | -$11K | 0.15% | 175 |
|
|
2018
Q2 | $716K | Buy |
8,558
+1,305
| +18% | +$109K | 0.18% | 149 |
|
|
2018
Q1 | $469K | Sell |
7,253
-182
| -2% | -$11.8K | 0.13% | 196 |
|
|
2017
Q4 | $559K | Buy |
7,435
+962
| +15% | +$72.3K | 0.15% | 171 |
|
|
2017
Q3 | $414K | Sell |
6,473
-157
| -2% | -$10K | 0.18% | 140 |
|
|
2017
Q2 | $60 | Sell |
6,630
-624
| -9% | -$6 | 0.03% | 469 |
|
|
2017
Q1 | $460K | Sell |
7,254
-455
| -6% | -$28.9K | 0.31% | 75 |
|
|
2016
Q4 | $557K | Buy |
+7,709
| New | +$557K | 0.42% | 55 |
|