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