Integrated Wealth Concepts’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 | $2.55M | Buy |
60,613
+3,691
| +6% | +$155K | 0.03% | 543 |
|
|
2025
Q1 | $2.81M | Buy |
56,922
+4,600
| +9% | +$227K | 0.03% | 490 |
|
|
2024
Q4 | $2.59M | Buy |
52,322
+177
| +0.3% | +$8.75K | 0.03% | 478 |
|
|
2024
Q3 | $2.69M | Sell |
52,145
-1,704
| -3% | -$87.8K | 0.03% | 462 |
|
|
2024
Q2 | $3.39M | Sell |
53,849
-3,201
| -6% | -$202K | 0.05% | 355 |
|
|
2024
Q1 | $3.71M | Buy |
57,050
+11,062
| +24% | +$719K | 0.05% | 328 |
|
|
2023
Q4 | $2.75M | Sell |
45,988
-6,695
| -13% | -$400K | 0.05% | 373 |
|
|
2023
Q3 | $3.42M | Buy |
52,683
+7,233
| +16% | +$469K | 0.06% | 297 |
|
|
2023
Q2 | $2.67M | Buy |
45,450
+4,932
| +12% | +$290K | 0.05% | 361 |
|
|
2023
Q1 | $2.53M | Buy |
40,518
+25,055
| +162% | +$1.56M | 0.05% | 334 |
|
|
2022
Q4 | $974K | Sell |
15,463
-500
| -3% | -$31.5K | 0.03% | 480 |
|
|
2022
Q3 | $981K | Buy |
15,963
+1,562
| +11% | +$96K | 0.03% | 430 |
|
|
2022
Q2 | $848K | Buy |
14,401
+425
| +3% | +$25K | 0.03% | 458 |
|
|
2022
Q1 | $793K | Sell |
13,976
-16,677
| -54% | -$946K | 0.02% | 454 |
|
|
2021
Q4 | $889K | Buy |
30,653
+11,986
| +64% | +$348K | 0.03% | 464 |
|
|
2021
Q3 | $552K | Buy |
18,667
+11,258
| +152% | +$333K | 0.02% | 556 |
|
|
2021
Q2 | $232K | Buy |
+7,409
| New | +$232K | 0.01% | 729 |
|
|
2021
Q1 | – | Sell |
-12,010
| Closed | -$208K | – | 757 |
|
|
2020
Q4 | $208K | Buy |
+12,010
| New | +$208K | 0.01% | 596 |
|
|
2019
Q2 | – | Sell |
-3,848
| Closed | -$255K | – | 399 |
|
|
2019
Q1 | $255K | Buy |
3,848
+429
| +13% | +$28.4K | 0.04% | 274 |
|
|
2018
Q4 | $210K | Sell |
3,419
-93
| -3% | -$5.71K | 0.06% | 246 |
|
|
2018
Q3 | $292K | Sell |
3,512
-128
| -4% | -$10.6K | 0.09% | 177 |
|
|
2018
Q2 | $300K | Buy |
3,640
+106
| +3% | +$8.74K | 0.1% | 155 |
|
|
2018
Q1 | $229K | Buy |
3,534
+79
| +2% | +$5.12K | 0.09% | 173 |
|
|
2017
Q4 | $260K | Buy |
+3,455
| New | +$260K | 0.11% | 151 |
|