Kiley Juergens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,879
| Closed | -$749K | – | 73 |
|
|
2024
Q2 | $749K | Buy |
11,879
+585
| +5% | +$36.9K | 0.21% | 56 |
|
|
2024
Q1 | $734K | Buy |
+11,294
| New | +$734K | 0.23% | 54 |
|
|
2018
Q4 | – | Sell |
-48
| Closed | – | – | 461 |
|
|
2018
Q3 | $0 | Hold |
48
| – | – | ﹤0.01% | 727 |
|
|
2018
Q2 | $0 | Buy |
+48
| New | – | ﹤0.01% | 663 |
|
|
2018
Q1 | – | Sell |
-48
| Closed | -$3K | – | 443 |
|
|
2017
Q4 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 617 |
|