Modera Wealth Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $632K | Sell |
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|
2025
Q2 | $570K | Buy |
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|
2025
Q1 | $621K | Buy |
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|
2024
Q4 | $619K | Buy |
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|
2024
Q3 | $645K | Hold |
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|
2024
Q2 | $789K | Buy |
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|
2024
Q1 | $813K | Buy |
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|
2023
Q4 | $745K | Hold |
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|
2023
Q3 | $809K | Buy |
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|
2023
Q2 | $687K | Sell |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $689K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $270K | Sell |
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|
2016
Q3 | $423K | Buy |
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|
2016
Q2 | $325K | Sell |
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|
2016
Q1 | $416K | Buy |
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