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Lineweaver Wealth Advisors’s Occidental Petroleum OXY Stock Holding History

Lineweaver Wealth Advisors’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,082
Closed -$778K – 140
2024
Q3 		$778K Buy
15,082
+1,838
+14% +$105K 0.15% 93
2024
Q2 		$835K Buy
13,244
+2,280
+21% +$146K 0.17% 87
2024
Q1 		$713K Buy
10,964
+752
+7% +$44.9K 0.17% 91
2023
Q4 		$610K Buy
10,212
+4,692
+85% +$286K 0.16% 91
2023
Q3 		$358K Buy
+5,520
New +$347K 0.1% 110

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