Mattern 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
Q4 | – | Sell |
-4,000
| Closed | -$206K | – | 179 |
|
|
2024
Q3 | $206K | Hold |
4,000
| – | – | 0.05% | 167 |
|
|
2024
Q2 | $252K | Hold |
4,000
| – | – | 0.06% | 153 |
|
|
2024
Q1 | $260K | Hold |
4,000
| – | – | 0.06% | 151 |
|
|
2023
Q4 | $239K | Hold |
4,000
| – | – | 0.06% | 155 |
|
|
2023
Q3 | $260K | Hold |
4,000
| – | – | 0.08% | 143 |
|
|
2023
Q2 | $235K | Hold |
4,000
| – | – | 0.07% | 153 |
|
|
2023
Q1 | $250K | Sell |
4,000
-200
| -5% | -$12.5K | 0.08% | 152 |
|
|
2022
Q4 | $265K | Hold |
4,200
| – | – | 0.11% | 138 |
|
|
2022
Q3 | $258K | Hold |
4,200
| – | – | 0.1% | 134 |
|
|
2022
Q2 | $247K | Hold |
4,200
| – | – | 0.1% | 134 |
|
|
2022
Q1 | $238K | Buy |
+4,200
| New | +$238K | 0.08% | 144 |
|