Kingswood Wealth Advisors’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 | $945K | Buy |
22,489
+468
| +2% | +$19.7K | 0.07% | 273 |
|
|
2025
Q1 | $1.09M | Sell |
22,021
-8,716
| -28% | -$430K | 0.1% | 227 |
|
|
2024
Q4 | $1.52M | Buy |
30,737
+107
| +0.3% | +$5.29K | 0.11% | 191 |
|
|
2024
Q3 | $1.58M | Buy |
30,630
+7,185
| +31% | +$370K | 0.11% | 209 |
|
|
2024
Q2 | $1.48M | Sell |
23,445
-1,755
| -7% | -$111K | 0.13% | 161 |
|
|
2024
Q1 | $1.64M | Buy |
25,200
+10,394
| +70% | +$676K | 0.19% | 132 |
|
|
2023
Q4 | $884K | Buy |
14,806
+10,603
| +252% | +$633K | 0.1% | 217 |
|
|
2023
Q3 | $1.02M | Sell |
4,203
-3,125
| -43% | -$755K | 0.17% | 139 |
|
|
2023
Q2 | $431K | Buy |
+7,328
| New | +$431K | 0.14% | 152 |
|