JFS Wealth 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 | $158K | Buy |
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|
2025
Q1 | $26.2K | Sell |
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|
2024
Q4 | $28.6K | Sell |
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|
2024
Q3 | $68.6K | Buy |
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|
2024
Q2 | $44.4K | Sell |
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|
2024
Q1 | $46.3K | Sell |
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|
2023
Q4 | $44.7K | Buy |
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|
2023
Q3 | $47.2K | Sell |
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|
2023
Q2 | $43.3K | Sell |
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|
2023
Q1 | $49.7K | Sell |
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|
2022
Q4 | $61.5K | Sell |
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|
2022
Q3 | $62K | Sell |
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|
2022
Q2 | $66K | Buy |
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|
2022
Q1 | $42K | Buy |
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|
2021
Q4 | $9K | Buy |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $3K | Sell |
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|
2021
Q1 | $44K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2K | Hold |
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|
2019
Q2 | $3K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $6K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $3K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1K | Hold |
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|
2016
Q2 | $2K | Sell |
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|
2016
Q1 | $3K | Buy |
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|
2015
Q4 | $1K | Hold |
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|
2015
Q3 | $1K | Sell |
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|
2015
Q2 | $22K | Buy |
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|
2015
Q1 | $21K | Hold |
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|
2014
Q4 | $23K | Buy |
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