Moran 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 | $974K | Buy |
23,185
+1,106
| +5% | +$46.5K | 0.03% | 328 |
|
2025
Q1 | $1.09M | Buy |
22,079
+2,035
| +10% | +$100K | 0.04% | 303 |
|
2024
Q4 | $990K | Sell |
20,044
-2,018
| -9% | -$99.7K | 0.03% | 296 |
|
2024
Q3 | $1.14M | Sell |
22,062
-1,382
| -6% | -$71.2K | 0.04% | 295 |
|
2024
Q2 | $1.48M | Buy |
23,444
+1,252
| +6% | +$78.9K | 0.05% | 262 |
|
2024
Q1 | $1.44M | Sell |
22,192
-2,321
| -9% | -$151K | 0.05% | 273 |
|
2023
Q4 | $1.46M | Buy |
24,513
+4,097
| +20% | +$245K | 0.05% | 272 |
|
2023
Q3 | $1.32M | Buy |
20,416
+7,507
| +58% | +$487K | 0.05% | 240 |
|
2023
Q2 | $759K | Buy |
+12,909
| New | +$759K | 0.03% | 267 |
|
2023
Q1 | – | Sell |
-4,669
| Closed | -$294K | – | 368 |
|
2022
Q4 | $294K | Buy |
+4,669
| New | +$294K | 0.01% | 322 |
|