IPW
IronBridge Private Wealth’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-85,410
| Closed | -$4.22M | – | 58 |
|
|
2024
Q4 | $4.22M | Buy |
85,410
+37,019
| +76% | +$1.83M | 1.55% | 19 |
|
|
2024
Q3 | $2.49M | Buy |
48,391
+4,344
| +10% | +$224K | 0.93% | 30 |
|
|
2024
Q2 | $2.78M | Buy |
44,047
+1,805
| +4% | +$114K | 1.04% | 27 |
|
|
2024
Q1 | $2.75M | Buy |
42,242
+967
| +2% | +$62.8K | 1.14% | 29 |
|
|
2023
Q4 | $2.46M | Buy |
+41,275
| New | +$2.46M | 1.2% | 29 |
|
|
2023
Q1 | – | Sell |
-110,934
| Closed | -$6.99M | – | 35 |
|
|
2022
Q4 | $6.99M | Buy |
+110,934
| New | +$6.99M | 5.75% | 6 |
|