Lake Street Private Wealth’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 |
-4,376
| Closed | -$216K | – | 271 |
|
|
2025
Q1 | $216K | Sell |
4,376
-2,199
| -33% | -$109K | 0.04% | 228 |
|
|
2024
Q4 | $325K | Buy |
6,575
+1
| +0% | +$49 | 0.05% | 189 |
|
|
2024
Q3 | $339K | Sell |
6,574
-1,870
| -22% | -$96.4K | 0.05% | 201 |
|
|
2024
Q2 | $532K | Buy |
8,444
+150
| +2% | +$9.46K | 0.07% | 217 |
|
|
2024
Q1 | $539K | Buy |
8,294
+22
| +0.3% | +$1.43K | 0.07% | 217 |
|
|
2023
Q4 | $494K | Buy |
+8,272
| New | +$494K | 0.08% | 216 |
|
|
2023
Q3 | – | Sell |
-5,798
| Closed | -$341K | – | 299 |
|
|
2023
Q2 | $341K | Buy |
5,798
+617
| +12% | +$36.3K | 0.06% | 216 |
|
|
2023
Q1 | $323K | Buy |
+5,181
| New | +$323K | 0.06% | 221 |
|