J.W. Cole Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Buy |
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|
2025
Q1 | $546K | Buy |
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|
2024
Q4 | $308K | Sell |
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|
2024
Q3 | $332K | Sell |
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|
2024
Q2 | $435K | Sell |
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|
2024
Q1 | $596K | Buy |
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|
2023
Q4 | $511K | Sell |
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|
2023
Q3 | $688K | Sell |
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|
2023
Q2 | $834K | Buy |
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|
2023
Q1 | $782K | Buy |
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|
2022
Q4 | $723K | Buy |
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|
2022
Q3 | $630K | Buy |
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|
2022
Q2 | $575K | Buy |
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|
2022
Q1 | $227K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $123K | Buy |
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