Montag & Associates’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 | $45.6K | Hold |
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|
2025
Q2 | $40.6K | Hold |
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|
2025
Q1 | $47.7K | Hold |
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|
2024
Q4 | $47.7K | Hold |
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|
2024
Q3 | $49.7K | Sell |
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|
2024
Q2 | $61.4K | Hold |
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|
2024
Q1 | $63.3K | Sell |
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|
2023
Q4 | $145K | Hold |
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|
2023
Q3 | $158K | Sell |
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|
2023
Q2 | $159K | Sell |
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|
2023
Q1 | $183K | Hold |
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|
2022
Q4 | $184K | Hold |
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|
2022
Q3 | $180K | Buy |
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|
2022
Q2 | $90K | Hold |
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|
2022
Q1 | $86K | Sell |
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|
2021
Q4 | $95K | Hold |
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|
2021
Q3 | $96K | Hold |
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|
2021
Q2 | $102K | Hold |
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|
2021
Q1 | $87K | Hold |
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|
2020
Q4 | $56K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $213K | Sell |
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|
2018
Q4 | $238K | Sell |
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|
2018
Q3 | $973K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $6.47M | Sell |
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|
2015
Q1 | $6.28M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2.79M | Buy |
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|
2014
Q2 | $2.1M | Buy |
|