Institute for 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 | $925K | Sell |
22,021
-770
| -3% | -$32.3K | 0.1% | 207 |
|
|
2025
Q1 | $1.12M | Buy |
22,791
+1
| +0% | +$49 | 0.14% | 162 |
|
|
2024
Q4 | $1.13M | Sell |
22,790
-2,306
| -9% | -$114K | 0.14% | 150 |
|
|
2024
Q3 | $1.29M | Buy |
25,096
+2,709
| +12% | +$140K | 0.16% | 141 |
|
|
2024
Q2 | $1.41M | Buy |
22,387
+6,235
| +39% | +$393K | 0.19% | 118 |
|
|
2024
Q1 | $1.05M | Buy |
16,152
+2,368
| +17% | +$154K | 0.14% | 158 |
|
|
2023
Q4 | $823K | Buy |
13,784
+6,069
| +79% | +$362K | 0.13% | 178 |
|
|
2023
Q3 | $501K | Buy |
7,715
+780
| +11% | +$50.6K | 0.09% | 254 |
|
|
2023
Q2 | $408K | Buy |
6,935
+1,847
| +36% | +$109K | 0.07% | 297 |
|
|
2023
Q1 | $318K | Sell |
5,088
-166
| -3% | -$10.4K | 0.06% | 330 |
|
|
2022
Q4 | $331K | Sell |
5,254
-74
| -1% | -$4.66K | 0.07% | 326 |
|
|
2022
Q3 | $327K | Sell |
5,328
-14
| -0.3% | -$859 | 0.07% | 319 |
|
|
2022
Q2 | $315K | Sell |
5,342
-149
| -3% | -$8.79K | 0.06% | 378 |
|
|
2022
Q1 | $312K | Buy |
+5,491
| New | +$312K | 0.05% | 411 |
|
|
2020
Q1 | – | Sell |
-6,128
| Closed | -$253K | – | 576 |
|
|
2019
Q4 | $253K | Sell |
6,128
-3,713
| -38% | -$153K | 0.06% | 379 |
|
|
2019
Q3 | $438K | Buy |
9,841
+1,983
| +25% | +$88.3K | 0.11% | 256 |
|
|
2019
Q2 | $395K | Sell |
7,858
-175
| -2% | -$8.8K | 0.09% | 293 |
|
|
2019
Q1 | $532K | Buy |
+8,033
| New | +$532K | 0.12% | 232 |
|
|
2017
Q3 | – | Sell |
-7,342
| Closed | -$437K | – | 347 |
|
|
2017
Q2 | $437K | Buy |
+7,342
| New | +$437K | 0.12% | 249 |
|