Kestra Advisory Services’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
$5.09M Buy
121,195
+6,109
+5% +$257K 0.02% 633
2025
Q1
$5.68M Buy
115,086
+29,232
+34% +$1.44M 0.03% 530
2024
Q4
$4.24M Sell
85,854
-41,058
-32% -$2.03M 0.02% 644
2024
Q3
$6.54M Buy
126,912
+8,186
+7% +$422K 0.04% 503
2024
Q2
$7.29M Buy
118,726
+31,535
+36% +$1.94M 0.04% 464
2024
Q1
$5.67M Buy
87,191
+2,871
+3% +$187K 0.04% 481
2023
Q4
$5.03M Buy
84,320
+11,619
+16% +$694K 0.04% 446
2023
Q3
$4.72M Buy
72,701
+5,432
+8% +$352K 0.05% 409
2023
Q2
$3.96M Buy
67,269
+11,710
+21% +$689K 0.04% 444
2023
Q1
$3.47M Buy
55,559
+5,143
+10% +$321K 0.04% 462
2022
Q4
$3.18M Sell
50,416
-7,204
-13% -$454K 0.03% 571
2022
Q3
$3.54M Buy
57,620
+1,605
+3% +$98.6K 0.04% 470
2022
Q2
$3.3M Buy
56,015
+9,018
+19% +$531K 0.03% 483
2022
Q1
$2.67M Sell
46,997
-841
-2% -$47.7K 0.03% 576
2021
Q4
$1.39M Buy
47,838
+8,937
+23% +$259K 0.01% 843
2021
Q3
$1.15M Sell
38,901
-4,269
-10% -$126K 0.01% 944
2021
Q2
$1.35M Buy
43,170
+9,496
+28% +$297K 0.02% 799
2021
Q1
$896K Buy
33,674
+1,408
+4% +$37.5K 0.01% 927
2020
Q4
$578K Sell
32,266
-12,948
-29% -$232K 0.01% 1132
2020
Q3
$453K Buy
+45,214
New +$453K 0.01% 932