Moneta Group Investment Advisors’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
Q2 | $325K | Buy |
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|
2025
Q1 | $353K | Sell |
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|
2024
Q4 | $400K | Sell |
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|
2024
Q3 | $450K | Sell |
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|
2024
Q2 | $657K | Buy |
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|
2024
Q1 | $541K | Buy |
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|
2023
Q4 | $330K | Buy |
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|
2023
Q3 | $304K | Sell |
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|
2023
Q2 | $370K | Sell |
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|
2023
Q1 | $517K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $600K | Buy |
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|
2018
Q1 | $214K | Buy |
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|
2017
Q4 | $84K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $316K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $205K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $660K | Buy |
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|
2016
Q1 | $310K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $123K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $568K | Buy |
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|
2014
Q4 | $425K | Sell |
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|
2014
Q3 | $615K | Buy |
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|
2014
Q2 | $535K | Sell |
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|
2014
Q1 | $505K | Sell |
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|
2013
Q4 | $556K | Buy |
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|
2013
Q3 | $423K | Buy |
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|
2013
Q2 | $395K | Buy |
|