JPWM
Jamison Private Wealth Management’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
11,997
+2,742
| +30% | +$115K | 0.07% | 147 |
|
|
2025
Q1 | $457K | Buy |
9,255
+1,541
| +20% | +$76.1K | 0.07% | 146 |
|
|
2024
Q4 | $381K | Buy |
7,714
+1,347
| +21% | +$66.6K | 0.06% | 163 |
|
|
2024
Q3 | $328K | Buy |
6,367
+3,312
| +108% | +$171K | 0.05% | 156 |
|
|
2024
Q2 | $193K | Buy |
3,055
+1,046
| +52% | +$65.9K | 0.03% | 177 |
|
|
2024
Q1 | $131K | Buy |
2,009
+7
| +0.3% | +$455 | 0.02% | 196 |
|
|
2023
Q4 | $120K | Buy |
2,002
+680
| +51% | +$40.6K | 0.02% | 197 |
|
|
2023
Q3 | $85.8K | Buy |
+1,322
| New | +$85.8K | 0.02% | 207 |
|