JFS Wealth Advisors’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 | $158K | Buy |
3,771
+3,240
| +610% | +$136K | 0.01% | 317 |
|
|
2025
Q1 | $26.2K | Sell |
531
-48
| -8% | -$2.37K | ﹤0.01% | 605 |
|
|
2024
Q4 | $28.6K | Sell |
579
-752
| -56% | -$37.2K | ﹤0.01% | 556 |
|
|
2024
Q3 | $68.6K | Buy |
1,331
+627
| +89% | +$32.3K | ﹤0.01% | 417 |
|
|
2024
Q2 | $44.4K | Sell |
704
-8
| -1% | -$504 | ﹤0.01% | 439 |
|
|
2024
Q1 | $46.3K | Sell |
712
-37
| -5% | -$2.4K | ﹤0.01% | 441 |
|
|
2023
Q4 | $44.7K | Buy |
749
+21
| +3% | +$1.25K | ﹤0.01% | 422 |
|
|
2023
Q3 | $47.2K | Sell |
728
-9
| -1% | -$584 | ﹤0.01% | 382 |
|
|
2023
Q2 | $43.3K | Sell |
737
-60
| -8% | -$3.53K | ﹤0.01% | 387 |
|
|
2023
Q1 | $49.7K | Sell |
797
-180
| -18% | -$11.2K | ﹤0.01% | 375 |
|
|
2022
Q4 | $61.5K | Sell |
977
-31
| -3% | -$1.95K | 0.01% | 341 |
|
|
2022
Q3 | $62K | Sell |
1,008
-121
| -11% | -$7.44K | 0.01% | 351 |
|
|
2022
Q2 | $66K | Buy |
1,129
+383
| +51% | +$22.4K | 0.01% | 352 |
|
|
2022
Q1 | $42K | Buy |
746
+447
| +149% | +$25.2K | ﹤0.01% | 462 |
|
|
2021
Q4 | $9K | Buy |
299
+215
| +256% | +$6.47K | ﹤0.01% | 706 |
|
|
2021
Q3 | $2K | Hold |
84
| – | – | ﹤0.01% | 781 |
|
|
2021
Q2 | $3K | Sell |
84
-1,585
| -95% | -$56.6K | ﹤0.01% | 534 |
|
|
2021
Q1 | $44K | Buy |
+1,669
| New | +$44K | 0.01% | 261 |
|
|
2019
Q4 | – | Sell |
-51
| Closed | -$2K | – | 540 |
|
|
2019
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 454 |
|
|
2019
Q2 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 421 |
|
|
2018
Q4 | – | Sell |
-70
| Closed | -$6K | – | 512 |
|
|
2018
Q3 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 448 |
|
|
2018
Q2 | – | Sell |
-34
| Closed | -$2K | – | 528 |
|
|
2018
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 485 |
|
|
2017
Q4 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 469 |
|
|
2016
Q4 | – | Sell |
-20
| Closed | -$1K | – | 481 |
|
|
2016
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 464 |
|
|
2016
Q2 | $2K | Sell |
20
-25
| -56% | -$2.5K | ﹤0.01% | 469 |
|
|
2016
Q1 | $3K | Buy |
45
+25
| +125% | +$1.67K | ﹤0.01% | 491 |
|
|
2015
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 522 |
|
|
2015
Q3 | $1K | Sell |
20
-269
| -93% | -$13.5K | ﹤0.01% | 458 |
|
|
2015
Q2 | $22K | Buy |
289
+5
| +2% | +$381 | 0.01% | 265 |
|
|
2015
Q1 | $21K | Hold |
284
| – | – | 0.01% | 274 |
|
|
2014
Q4 | $23K | Buy |
+284
| New | +$23K | ﹤0.01% | 275 |
|