Kingsview 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 | $472K | Sell |
11,233
-1,891
| -14% | -$79.4K | 0.01% | 786 |
|
|
2025
Q1 | $648K | Sell |
13,124
-835
| -6% | -$41.2K | 0.01% | 653 |
|
|
2024
Q4 | $690K | Sell |
13,959
-7,491
| -35% | -$370K | 0.01% | 650 |
|
|
2024
Q3 | $1.11M | Buy |
21,450
+3,937
| +22% | +$203K | 0.02% | 507 |
|
|
2024
Q2 | $1.1M | Buy |
17,513
+361
| +2% | +$22.8K | 0.03% | 485 |
|
|
2024
Q1 | $1.11M | Sell |
17,152
-1,788
| -9% | -$116K | 0.03% | 470 |
|
|
2023
Q4 | $1.13M | Sell |
18,940
-843
| -4% | -$50.3K | 0.03% | 437 |
|
|
2023
Q3 | $1.28M | Buy |
19,783
+2,713
| +16% | +$176K | 0.05% | 377 |
|
|
2023
Q2 | $1M | Sell |
17,070
-1,877
| -10% | -$110K | 0.04% | 408 |
|
|
2023
Q1 | $1.18M | Sell |
18,947
-360
| -2% | -$22.5K | 0.05% | 351 |
|
|
2022
Q4 | $1.22M | Buy |
19,307
+3,312
| +21% | +$209K | 0.05% | 311 |
|
|
2022
Q3 | $983K | Buy |
15,995
+1,301
| +9% | +$80K | 0.05% | 334 |
|
|
2022
Q2 | $865K | Buy |
14,694
+5,990
| +69% | +$353K | 0.04% | 402 |
|
|
2022
Q1 | $494K | Sell |
8,704
-2,061
| -19% | -$117K | 0.02% | 576 |
|
|
2021
Q4 | $312K | Sell |
10,765
-300
| -3% | -$8.7K | 0.01% | 705 |
|
|
2021
Q3 | $327K | Sell |
11,065
-981
| -8% | -$29K | 0.02% | 660 |
|
|
2021
Q2 | $396K | Hold |
12,046
| – | – | 0.02% | 621 |
|
|
2021
Q1 | $330K | Buy |
+12,046
| New | +$330K | 0.02% | 608 |
|
|
2020
Q3 | – | Sell |
-11,915
| Closed | -$218K | – | 641 |
|
|
2020
Q2 | $218K | Buy |
11,915
+258
| +2% | +$4.72K | 0.02% | 512 |
|
|
2020
Q1 | $135K | Buy |
11,657
+5,072
| +77% | +$58.7K | 0.02% | 443 |
|
|
2019
Q4 | $271K | Buy |
6,585
+1,232
| +23% | +$50.7K | 0.03% | 382 |
|
|
2019
Q3 | $238K | Buy |
5,353
+739
| +16% | +$32.9K | 0.04% | 377 |
|
|
2019
Q2 | $232K | Buy |
+4,614
| New | +$232K | 0.04% | 366 |
|