Mission 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 | – | Sell |
-5,693
| Closed | -$281K | – | 662 |
|
|
2025
Q1 | $281K | Sell |
5,693
-132
| -2% | -$6.52K | 0.01% | 538 |
|
|
2024
Q4 | $288K | Sell |
5,825
-209
| -3% | -$10.3K | 0.01% | 529 |
|
|
2024
Q3 | $311K | Buy |
6,034
+1,783
| +42% | +$91.9K | 0.01% | 518 |
|
|
2024
Q2 | $268K | Sell |
4,251
-614
| -13% | -$38.7K | 0.01% | 528 |
|
|
2024
Q1 | $316K | Buy |
4,865
+1,251
| +35% | +$81.3K | 0.01% | 508 |
|
|
2023
Q4 | $216K | Buy |
3,614
+309
| +9% | +$18.5K | 0.01% | 510 |
|
|
2023
Q3 | $214K | Buy |
+3,305
| New | +$214K | 0.01% | 492 |
|
|
2019
Q2 | – | Sell |
-3,750
| Closed | -$248K | – | 330 |
|
|
2019
Q1 | $248K | Buy |
3,750
+14
| +0.4% | +$926 | 0.03% | 264 |
|
|
2018
Q4 | $229K | Buy |
3,736
+90
| +2% | +$5.52K | 0.03% | 235 |
|
|
2018
Q3 | $300K | Hold |
3,646
| – | – | 0.04% | 212 |
|
|
2018
Q2 | $305K | Buy |
+3,646
| New | +$305K | 0.05% | 193 |
|