Intellectus Partners’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
$800K Sell
18,927
-2,124
-10% -$89.7K 0.17% 150
2025
Q1
$1.04M Buy
21,051
+1,141
+6% +$56.6K 0.26% 113
2024
Q4
$988K Buy
19,910
+6,145
+45% +$305K 0.22% 121
2024
Q3
$712K Buy
13,765
+9,238
+204% +$478K 0.18% 161
2024
Q2
$286K Buy
+4,527
New +$286K 0.08% 213