Modera 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 | $570K | Buy |
13,557
+978
| +8% | +$41.1K | 0.01% | 421 |
|
|
2025
Q1 | $621K | Buy |
12,579
+50
| +0.4% | +$2.47K | 0.01% | 395 |
|
|
2024
Q4 | $619K | Buy |
12,529
+12
| +0.1% | +$593 | 0.01% | 398 |
|
|
2024
Q3 | $645K | Hold |
12,517
| – | – | 0.01% | 367 |
|
|
2024
Q2 | $789K | Buy |
12,517
+13
| +0.1% | +$819 | 0.01% | 322 |
|
|
2024
Q1 | $813K | Buy |
12,504
+34
| +0.3% | +$2.21K | 0.01% | 320 |
|
|
2023
Q4 | $745K | Hold |
12,470
| – | – | 0.01% | 321 |
|
|
2023
Q3 | $809K | Buy |
12,470
+788
| +7% | +$51.1K | 0.02% | 303 |
|
|
2023
Q2 | $687K | Sell |
11,682
-9,696
| -45% | -$570K | 0.01% | 340 |
|
|
2023
Q1 | $1.33M | Buy |
21,378
+10,435
| +95% | +$651K | 0.05% | 129 |
|
|
2022
Q4 | $689K | Buy |
+10,943
| New | +$689K | 0.03% | 177 |
|
|
2017
Q1 | – | Sell |
-3,791
| Closed | -$270K | – | 119 |
|
|
2016
Q4 | $270K | Sell |
3,791
-2,008
| -35% | -$143K | 0.09% | 92 |
|
|
2016
Q3 | $423K | Buy |
5,799
+1,499
| +35% | +$109K | 0.14% | 65 |
|
|
2016
Q2 | $325K | Sell |
4,300
-1,776
| -29% | -$134K | 0.11% | 74 |
|
|
2016
Q1 | $416K | Buy |
+6,076
| New | +$416K | 0.15% | 61 |
|