Kestra Private Wealth 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 | $580K | Sell |
13,812
-3,274
| -19% | -$138K | 0.01% | 954 |
|
|
2025
Q1 | $843K | Buy |
17,086
+906
| +6% | +$44.7K | 0.01% | 741 |
|
|
2024
Q4 | $799K | Buy |
16,180
+6,212
| +62% | +$307K | 0.01% | 732 |
|
|
2024
Q3 | $514K | Sell |
9,968
-3,157
| -24% | -$163K | 0.01% | 864 |
|
|
2024
Q2 | $827K | Buy |
13,125
+1,596
| +14% | +$101K | 0.02% | 636 |
|
|
2024
Q1 | $749K | Sell |
11,529
-1,063
| -8% | -$69.1K | 0.02% | 643 |
|
|
2023
Q4 | $752K | Buy |
12,592
+1,354
| +12% | +$80.8K | 0.02% | 600 |
|
|
2023
Q3 | $729K | Buy |
11,238
+545
| +5% | +$35.4K | 0.02% | 547 |
|
|
2023
Q2 | $629K | Buy |
10,693
+960
| +10% | +$56.4K | 0.02% | 569 |
|
|
2023
Q1 | $608K | Buy |
9,733
+567
| +6% | +$35.4K | 0.02% | 546 |
|
|
2022
Q4 | $577K | Sell |
9,166
-529
| -5% | -$33.3K | 0.03% | 488 |
|
|
2022
Q3 | $596K | Buy |
9,695
+290
| +3% | +$17.8K | 0.03% | 453 |
|
|
2022
Q2 | $554K | Buy |
9,405
+2,107
| +29% | +$124K | 0.03% | 474 |
|
|
2022
Q1 | $414K | Sell |
7,298
-1,867
| -20% | -$106K | 0.02% | 637 |
|
|
2021
Q4 | $266K | Sell |
9,165
-1,532
| -14% | -$44.5K | 0.01% | 817 |
|
|
2021
Q3 | $316K | Buy |
10,697
+187
| +2% | +$5.52K | 0.02% | 685 |
|
|
2021
Q2 | $329K | Sell |
10,510
-250
| -2% | -$7.83K | 0.02% | 641 |
|
|
2021
Q1 | $286K | Sell |
10,760
-550
| -5% | -$14.6K | 0.02% | 612 |
|
|
2020
Q4 | $203K | Sell |
11,310
-2,484
| -18% | -$44.6K | 0.02% | 664 |
|
|
2020
Q3 | $138K | Buy |
+13,794
| New | +$138K | 0.01% | 630 |
|