Joule Financial’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 | – | Sell |
-10,244
| Closed | -$506K | – | 116 |
|
|
2025
Q1 | $506K | Buy |
10,244
+649
| +7% | +$32K | 0.18% | 61 |
|
|
2024
Q4 | $474K | Buy |
9,595
+1,422
| +17% | +$70.3K | 0.17% | 59 |
|
|
2024
Q3 | $421K | Buy |
8,173
+310
| +4% | +$16K | 0.15% | 73 |
|
|
2024
Q2 | $497K | Buy |
7,863
+191
| +2% | +$12.1K | 0.2% | 59 |
|
|
2024
Q1 | $499K | Buy |
+7,672
| New | +$499K | 0.21% | 53 |
|
|
2023
Q4 | – | Sell |
-10,684
| Closed | -$693K | – | 112 |
|
|
2023
Q3 | $693K | Buy |
+10,684
| New | +$693K | 0.35% | 41 |
|