Jeppson Wealth Management’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 | $1.32M | Sell |
31,402
-12,270
| -28% | -$515K | 0.46% | 59 |
|
|
2025
Q1 | $2.16M | Buy |
43,672
+1,277
| +3% | +$63K | 0.79% | 30 |
|
|
2024
Q4 | $2.09M | Sell |
42,395
-3,843
| -8% | -$190K | 0.76% | 30 |
|
|
2024
Q3 | $2.38M | Buy |
46,238
+1,469
| +3% | +$75.7K | 0.85% | 22 |
|
|
2024
Q2 | $2.82M | Sell |
44,769
-494
| -1% | -$31.1K | 1.08% | 20 |
|
|
2024
Q1 | $2.94M | Sell |
45,263
-1,149
| -2% | -$74.7K | 1.14% | 18 |
|
|
2023
Q4 | $2.77M | Buy |
46,412
+746
| +2% | +$44.5K | 1.15% | 17 |
|
|
2023
Q3 | $2.96M | Buy |
45,666
+1,026
| +2% | +$66.6K | 1.36% | 15 |
|
|
2023
Q2 | $2.62M | Sell |
44,640
-3,356
| -7% | -$197K | 1.14% | 17 |
|
|
2023
Q1 | $3M | Buy |
47,996
+5,718
| +14% | +$357K | 1.3% | 14 |
|
|
2022
Q4 | $2.66M | Sell |
42,278
-2,206
| -5% | -$139K | 1.12% | 18 |
|
|
2022
Q3 | $2.73M | Buy |
44,484
+120
| +0.3% | +$7.38K | 1.24% | 13 |
|
|
2022
Q2 | $2.61M | Buy |
44,364
+302
| +0.7% | +$17.8K | 1.12% | 16 |
|
|
2022
Q1 | $2.5M | Sell |
44,062
-7,229
| -14% | -$410K | 1.17% | 17 |
|
|
2021
Q4 | $1.49M | Sell |
51,291
-2,537
| -5% | -$73.6K | 0.72% | 29 |
|
|
2021
Q3 | $1.59M | Buy |
53,828
+448
| +0.8% | +$13.3K | 0.83% | 23 |
|
|
2021
Q2 | $1.67M | Sell |
53,380
-1,140
| -2% | -$35.6K | 0.91% | 22 |
|
|
2021
Q1 | $1.45M | Sell |
54,520
-7,315
| -12% | -$195K | 0.86% | 22 |
|
|
2020
Q4 | $1.07M | Buy |
61,835
+23,433
| +61% | +$405K | 0.71% | 34 |
|
|
2020
Q3 | $384K | Buy |
+38,402
| New | +$384K | 0.3% | 81 |
|