Journey Strategic Wealth’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
$235K Buy
5,594
+464
+9% +$19.5K 0.01% 541
2025
Q1
$253K Buy
5,130
+385
+8% +$19K 0.01% 391
2024
Q4
$234K Sell
4,745
-1,179
-20% -$58.3K 0.01% 417
2024
Q3
$305K Buy
5,924
+911
+18% +$46.9K 0.01% 330
2024
Q2
$316K Buy
+5,013
New +$316K 0.01% 237
2023
Q2
Sell
-4,436
Closed -$277K 250
2023
Q1
$277K Buy
4,436
+1,072
+32% +$66.9K 0.03% 169
2022
Q4
$212K Sell
3,364
-359
-10% -$22.6K 0.02% 206
2022
Q3
$229K Buy
+3,723
New +$229K 0.03% 135