Modern 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 | $289K | Buy |
6,872
+442
| +7% | +$18.6K | 0.01% | 609 |
|
|
2025
Q1 | $317K | Sell |
6,430
-1,143
| -15% | -$56.4K | 0.01% | 511 |
|
|
2024
Q4 | $374K | Sell |
7,573
-106
| -1% | -$5.24K | 0.01% | 415 |
|
|
2024
Q3 | $396K | Buy |
7,679
+55
| +0.7% | +$2.84K | 0.02% | 290 |
|
|
2024
Q2 | $481K | Buy |
7,624
+74
| +1% | +$4.66K | 0.04% | 229 |
|
|
2024
Q1 | $491K | Buy |
7,550
+535
| +8% | +$34.8K | 0.05% | 173 |
|
|
2023
Q4 | $419K | Buy |
+7,015
| New | +$419K | 0.05% | 106 |
|