Keudell/Morrison Wealth Management’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 |
-4,144
| Closed | -$205K | – | 240 |
|
|
2025
Q1 | $205K | Sell |
4,144
-671
| -14% | -$33.1K | 0.05% | 204 |
|
|
2024
Q4 | $238K | Buy |
+4,815
| New | +$238K | 0.06% | 183 |
|
|
2020
Q1 | – | Sell |
-8,822
| Closed | -$364K | – | 151 |
|
|
2019
Q4 | $364K | Buy |
8,822
+595
| +7% | +$24.6K | 0.25% | 104 |
|
|
2019
Q3 | $366K | Buy |
8,227
+392
| +5% | +$17.4K | 0.3% | 90 |
|
|
2019
Q2 | $360K | Sell |
7,835
-487
| -6% | -$22.4K | 0.32% | 89 |
|
|
2019
Q1 | $551K | Buy |
+8,322
| New | +$551K | 0.48% | 69 |
|