Jade Capital Advisors’s Occidental Petroleum OXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.55M Buy
30,000
+10,000
+50% +$515K 0.97% 32
2024
Q2
$1.26M Hold
20,000
0.89% 45
2024
Q1
$1.3M Sell
20,000
-25,000
-56% -$1.62M 0.95% 42
2023
Q4
$2.69M Buy
+45,000
New +$2.69M 1.6% 19
2021
Q4
Sell
-40,000
Closed -$1.18M 88
2021
Q3
$1.18M Sell
40,000
-10,000
-20% -$296K 0.69% 40
2021
Q2
$1.56M Buy
+50,000
New +$1.56M 0.59% 51